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Investors
Articles that help investors navigate the portal
25 articles in this collection
Written by
Lindsay Hodge
and
Chris DeLap
Verivest's Transition FAQ for Investors
Written by
Chris DeLap
Updated over a week ago
Verivest Investor Orientation Videos
New Investor Orientation
This video gives new investors information on the Verivest platform.
Written by
Lindsay Hodge
Updated over a week ago
Understanding your Portal
Investor FAQs
Frequently asked questions from investors about the Verivest Sponsor Directory.
Written by
Lindsay Hodge
Updated over a week ago
Add a New Investment Account (without investing)
Getting ready to invest but don't have a deal identified? Create a new investment account.
Written by
Lindsay Hodge
Updated over a week ago
Statements: Glossary and Terms
Understand the key terminology on your investor Statement of Account.
Written by
Lindsay Hodge
Updated over a week ago
Understanding Investments
View your current investments, both pending and completed.
Written by
Lindsay Hodge
Updated over a week ago
Understanding Accounts
Create a new account, view your current investment accounts and update your contact details.
Written by
Lindsay Hodge
Updated over a week ago
Understanding Documents
View and download copies of all documents pertaining to your investments.
Written by
Lindsay Hodge
Updated over a week ago
Reading your Statement
Learn how to read your Investor Statement of Account
Written by
Lindsay Hodge
Updated over a week ago
What does it mean to be Accredited?
In order to maintain exempted status under SEC Rule 506(c) of Regulation D, some Opportunities require investors to verify accreditation.
Written by
Lindsay Hodge
Updated over a week ago
Creating an Investment
Creating an Account
In order to invest, you need to sign up for a new account.
Written by
Lindsay Hodge
Updated over a week ago
Investing as an Individual
Making an investment as an individual using your own funds via Bank Transfer, Wire or Check.
Written by
Lindsay Hodge
Updated over a week ago
Investing Jointly
Making an investment jointly, most commonly with a spouse.
Written by
Lindsay Hodge
Updated over a week ago
Investing via a Trust
Making an investment via a Trust.
Written by
Lindsay Hodge
Updated over a week ago
Investing via an Entity
Making an investment on behalf of an Entity, such as an LLC or Corporation.
Written by
Lindsay Hodge
Updated over a week ago
Investing via a Retirement Account
Investing via a Retirement Account
Written by
Lindsay Hodge
Updated over a week ago
Investing via a Brokerage Account
Making an investment via your Brokerage account.
Written by
Lindsay Hodge
Updated over a week ago
Navigating your Portal
Setting Up Two-Factor Authentication
Two-Factor Authentication (2FA) adds an extra layer of security to your investor portal account.
Written by
Lindsay Hodge
Updated over a week ago
Reset or Change Your Password
Learn how to reset or change your password.
Written by
Lindsay Hodge
Updated over a week ago
Downloading Documents
You can access your statements, tax documents and other reports securely from your investor portal.
Written by
Lindsay Hodge
Updated over a week ago
Update your Contact Details
If your address or phone number changes you can update your details from your investor portal.
Written by
Lindsay Hodge
Updated over a week ago
Update your Distribution Preference
You can update your distribution preference at any time from your investor portal.
Written by
Lindsay Hodge
Updated over a week ago
Upload Identity Documentation
If during the investment process we are unable to verify your identity we may request you upload a copy of your photo ID.
Written by
Lindsay Hodge
Updated over a week ago
Uploading Accreditation Documentation
In order to verify your accredited investor status, you need to submit the necessary documentation.
Written by
Lindsay Hodge
Updated over a week ago
Supported Web Browsers
Having trouble accessing the portal? You may need to check your web browser.
Written by
Lindsay Hodge
Updated over a week ago