Investing via a Retirement Account

Investing via a Retirement Account

Written by Aidee Barron
Updated over a week ago

Make your Capital Pledge

To begin, locate the investment opportunity you wish to invest in and click Invest.

Select the Offering in which you would like to invest.

Enter the amount you would like invest (this must be above the minimum investment), and agree to the legal disclaimer. Select Pledge and continue.

Add/Create your Investment Account

If you have an existing investment account, you can select it from the list. If not, or you wish to create a new account, select Add new account.

Select how you wish to invest - in this case, select Retirement or brokerage.

Select the owner of the retirement account. If you have an existing account you can select it, otherwise select Create a new ownership account and select the type of account (most commonly this will be individual).

Enter all of your personal information for your account.

Next, enter the details of your Retirement account.

Enter Funding Method

Select Add funding method to select how you intend to send your funds to the investment manager.

Select from the available options on the screen and click to the download the PDF instructions in order to fund your investment. Click Continue.

Setting your Distribution Preference

Select Add distribution preference to select how you wish to receive distributions for your investment.

Select from the available options on screen and click Continue.

If you selected Receive or Split you will be asked to enter your check or bank account information, or details of the split.

Please note: for retirement accounts this should be set with the details from your Custodian, NOT your personal bank account/address.

Verify your Accreditation Status (if required)

Some Opportunities are open only to accredited investors. If this is required for your investment, you will be prompted to Verify accreditation.

You will be asked to certify you are an accredited investor, and then prompted to upload documentation supporting this statement. To understand the documentation required, please visit our Accreditation article.

Sign Subscription Documents

You are now able to sign Subscription documents for your investment. Click the Sign documents button to begin.

You have two options to sign documents via our DocuSign integration:

  1. Sign in your browser: your browser will redirect you to DocuSign, where you can follow the prompts to review and sign documents within the application.

  2. Sign via email: if you wish to sign later, an email has been sent to your email address with documents to be able to review and sign. Locate this email and follow the prompts.

The documents will then be sent to the Investment manager to execute.

You will receive an email with completed documents once they are executed, and these documents will also be uploaded to the investor portal for storage.

To finalize your investment, follow the funding instructions from your Custodian.

Congratulations on your completed investment! 🎉

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