Investor help

11 articles

​Login issues? Follow these steps

Read this article to help you with issues when trying to log into your account.

Updated by Sanjay Vora

How to Create and Register Your Investing Account

Your fund mananger will send you the customer URL or they will send you an invite via your email.. Click "Sign up now". Enter your preffered email address. Click "Send verification code". Check your…

Updated by Johanah Agaloos

Do I need an accreditation letter?

SEC requires private funds to verify that investors have the necessary knowledge or financial means to make investments in private offerings. The following article will help investors with questions…

Updated by Sanjay Vora

ACH Bank Account Setup & Funds Transfer

Investor information on ACH transfers

Updated by Sanjay Vora

IRS 1099-K Forms - the in's and out's of them

What is the 1099-K form and why am I getting one.

Updated by Sanjay Vora

How to update your SD-IRA Investing Account information

We've recently added additional fields to our SD-IRA Investing Accounts to better assist with your investing experience. Below are directions on how to input the new additional information we will ne…

Updated by Johanah Agaloos

Where can I get an accreditation letter?

Avestor provides you an option to get your accreditation letter as part of our registration flow. We have partnered with https://accredd.com to obtain accreditation letters. There is no charge to inv…

Updated by Sanjay Vora

Am I an accredited investor?

Wondering if you are an accredited investor by SEC definition? Below is how the SEC defines an accredited investor. Individual income in excess of $200,000 in each of the two most recent years and ha…

Updated by Sanjay Vora

How to fill out the W-9 form

Instructions on how to fill out a W-9 form.

Updated by Sanjay Vora

Investor tax benefits of the customizable fund

An overview of the tax benefits of a customizable fund

Updated by Sanjay Vora