To begin, log in to using your account credentials. After successfully logging in, you will be directed to your Dashboard.

If you are not taken directly to your Manager Dashboard, click on your initials in the top right corner of the page and select “Switch to Manager Dashboard.”

To access your in-progress application for the Fund Builder, simply find the applicable opportunity tile in the middle of the page and click "Go to Fund Builder". If needed, you can also delete your current application and start over from this page.

After clicking this link, you will be taken to your application. From there, you can continue filling out the Fund Builder form or check the status of your application. The page also provides additional resources and information related to your application, including next steps in the process and contact information for any questions or concerns you may have.

Once you have submitted all the necessary information, you will be able to see a list of the final items required to build your fund. Our Onboarding team will work with you to complete this section of the form. You will be able to review what Verivest is handling for you, as well as any items that require your attention. As tasks are completed, they will be marked with a green checkmark and you will see the overall progress increase.

How do I know when all items have been completed?

To determine if all items have been completed, view the task list displayed in the Onboarding section of your application. Once all items have been checked off, you will see a screen similar to the one below.

Where can I find the opportunity built via Fund Builder?

Once all parties have completed their respective tasks, you will be able to access the opportunity from the "Opportunities" tab located in your manager dashboard. This will allow you to view and edit the opportunity as needed.

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