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Add a New Investment Account (without investing)

Getting ready to invest but don't have a deal identified? Create a new investment account.

Updated over a week ago

To participate in the investment opportunities listed on our platform, you must first create an investment account. Follow the steps below to do so.

  1. Begin by clicking Accounts

2. Click Add new account

3. Next, select the type of account you need to create

4. Complete the form and then click the Submit button located at the bottom of the page

After you've created an account, you can check the status of your identity verification on the accounts page. If any documents or other required data are missing, you can upload or enter them there.

I created an account, now what?

After creating your investment account, you'll be ready to start investing. Any accounts listed in the Accounts tab will be available for you to select when going through the investment process.

Your next step is to find an opportunity that aligns with your investment goals. To browse the opportunities of Managers that you've connected with, click Opportunities from your portal menu.

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