Investors

Verivest's Transition FAQ for Investors

Written by Chris DeLap
Updated this week

New Investor Orientation

This video gives new investors information on the Verivest platform.

Written by Lindsay Hodge
Updated over a week ago

How to Invest on Verivest

This video walks investors through the investment creation process.

Written by Lindsay Hodge
Updated over a week ago

Overview of your Investor Portal

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

Written by Lindsay Hodge
Updated over a week ago

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 Portfolio

Review a consolidated view of your current holdings with your Sponsor.

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 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

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

Leaving a Review on a Sponsor

Investors can leave reviews on a Sponsor's page in the Sponsor Directory

Written by Lindsay Hodge
Updated over a week ago

How to Find a Sponsor

Looking for your next investment opportunity? Use the Verivest Sponsor Directory to search for open opportunities which meet your criteria.

Written by Lindsay Hodge
Updated over a week ago