Investors

Articles that help investors navigate the portal

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29 articles in this collection
Written by Persephone Hexworth
Understanding your Portal

Overview of your Investor Portal

A quick overview of the features available in your investor portal.
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Written by Persephone Hexworth
Updated over a week ago

Investor FAQs

Frequently asked questions from investors about the Verivest Sponsor Directory.
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Written by Persephone Hexworth
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.
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Written by Persephone Hexworth
Updated over a week ago

Statements: Glossary and Terms

Understand the key terminology on your investor Statement of Account.
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Written by Persephone Hexworth
Updated over a week ago

Understanding Portfolio

Review a consolidated view of your current holdings with your Sponsor.
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Written by Persephone Hexworth
Updated over a week ago

Understanding Investments

View your current investments, both pending and completed.
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Written by Persephone Hexworth
Updated over a week ago

Understanding Accounts

Create a new account, view your current investment accounts and update your contact details.
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Written by Persephone Hexworth
Updated over a week ago

Understanding Documents

View and download copies of all documents pertaining to your investments.
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Written by Persephone Hexworth
Updated over a week ago

Reading your Statement

Learn how to read your Investor Statement of Account
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Written by Persephone Hexworth
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.
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Written by Persephone Hexworth
Updated over a week ago

Setting Up Two-Factor Authentication

Two-Factor Authentication (2FA) adds an extra layer of security to your investor portal account.
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Written by Persephone Hexworth
Updated over a week ago

Reset or Change Your Password

Learn how to reset or change your password.
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Written by Persephone Hexworth
Updated over a week ago

Downloading Documents

You can access your statements, tax documents and other reports securely from your investor portal.
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Written by Persephone Hexworth
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.
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Written by Persephone Hexworth
Updated over a week ago

Update your Distribution Preference

You can update your distribution preference at any time from your investor portal.
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Written by Persephone Hexworth
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.
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Written by Persephone Hexworth
Updated over a week ago

Uploading Accreditation Documentation

In order to verify your accredited investor status, you need to submit the necessary documentation.
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Written by Persephone Hexworth
Updated over a week ago

Supported Web Browsers

Having trouble accessing the portal? You may need to check your web browser.
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Written by Persephone Hexworth
Updated over a week ago

Leaving a Review on a Sponsor

Investors can leave reviews on a Sponsor's page in the Sponsor Directory
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Written by Persephone Hexworth
Updated over a week ago