Verivest

Aidee Barron

Chris DeLap

If you are an investor, all of the information needed to manage your account and receive investment updates, as well as invest in new projects, can be found here.

Investors

FAQs, creating a user account, troubleshooting your portal and more!

Welcome

In order to invest, you need to sign up for a new account.

Creating a User Account

Two-Factor Authentication (2FA) adds an extra layer of security to your investor portal account.

Setting Up Two-Factor Authentication

In order to maintain exempted status under SEC Rule 506(c) of Regulation D, some Opportunities require investors to verify accreditation.

What does it mean to be Accredited?

Having trouble accessing the portal? You may need to check your web browser.

Troubleshooting Investor Portal Issues

Getting Started With Your Investor Portal

Verivest's Transition FAQ for Investors

Frequently asked questions from investors

Investor FAQs

FAQs

How to download investment documents, Glossary terms, understanding statements & more!

Understanding Your Portal

A quick overview of the features available in your investor portal.

Investor Portal Overview

This article provides a detailed guide on how to locate investment account.

Viewing Investment Accounts

This article discusses the process of viewing investment transactions

Viewing Your Investment Transactions

This article goes over how to view your investment details

Viewing Your Investment Details

Reviewing Your Investment Accounts, Transactions and Investments

You can access your statements, tax documents and other reports securely from your investor portal.

Viewing Or Downloading Your Investment Documents

Viewing And Downloading Investment Documents

Learn how to read your Investor Statement of Account

Reading your Statement

Understand the key terminology on your investor Statement of Account.

Statements: Glossary and Terms

Understanding Your Statements

This article discusses ways to discover new investment opportunities

Locating Open Opportunities

Finding Open Opportunities 

This article discusses how to view Manager Profiles

Viewing a Managers Profile Overview

How To View A Managers Profile

Making an investment as an individual using your own funds via Bank Transfer, Wire or Check.

Investing as an Individual

Making an investment jointly, most commonly with a spouse.

Investing Jointly

Making an investment on behalf of an Entity, such as an LLC or Corporation.

Investing via an Entity

Investing via a Trust

Investing via a Retirement Account

Making an investment via your Brokerage account.

Investing via a Brokerage Account

Everything you need to start the investment process.

Creating An Investment

Update your distribution preferences, reset your account password, creating new investment accounts and more!

Managing Your Investment Accounts

Learn how to reset or change your password.

Reset or Change Your Password

Help with resetting your password & setting up Two factor Authentication

Securing Your Investor Portal

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

Add a New Investment Account (without investing)

Creating A New Investment Account

In order to verify your accredited investor status, you need to submit the necessary documentation.

Uploading Accreditation Documentation

If during the investment process we are unable to verify your identity we may request you upload a copy of your photo ID.

Upload Identity Documentation

Uploading Accreditation & Identity Verification Documents

If your address or phone number changes you can update your details from your investor portal.

Updating Investment Account Details

You can update your distribution preference at any time from your investor portal.