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JP Morgan Chase Bank Forms

JP Morgan Chase (previously FRB) Alternative Investment Business Information Form Addendum - instructions

JP Morgan Chase (previously First Republic) Certificate of Beneficial Owners - Instructions

JP Morgan Chase (previously First Republic)​ Non-signer Authorization form - instructions

JP Morgan Chase (previously First Republic)​ Business Information Form - instructions

Setting up your fund bank accounts

Attorney engagement process for setting up fund

Selecting Wyoming vs. Delaware for Fund LLC

Getting EINs from the IRS

Blue sky filings for your fund

Default image sizes for investor portal

State Registrations - which state do I register in?

Setting up roles in Avestor

Instructions for providing Avestor access to your Wave books

Hubspot Integration

Reg D Options: 506c vs 506b, 3c1 vs 3c5

Learning the Basics

Avestor Dictionary - learning our language

Help Videos - where do I find them?

Deals vs Investments? Don't be confused....

Fund costs - so what does it cost to run a fund?

SEC Definitions of Investors

What is an Accredited Investor?

Onboarding & Managing Investors

Registering a user into the investor portal

Investor accreditation requirements and process

Onboarding investors with an SD-IRA retirement account

Where do my investors get investor accreditation letters?

Deals & Investments

Setting up deals and investments - instructions

Deal Disclosure template & process

Fund Marketing

Marketing 506b funds

Fund management

Setting up & Charging Fund Management Fees

SD-IRAs and UBIT (unrelated business tax income)

Fund level Accreditation Letter

Form D Updates

ACH setup instructions

Avestor System Notifications Overview

Edgar Help Pages

Annual FINRA Entitlement User Accounts Certification

Exempt Reporting Adviser (ERA) Registration

What is an Exempt Reporting Adviser (ERA)?

Creating a FINRA account

Accessing your FINRA Account and ADV filings

Instructions to fill out ADV for Exempt Reporting Adviser (ERA) Registration

Resetting your FINRA Password

Top Questions Answered

Can I invest in my own fund as a Manager?

Can I add international investors

Adding/Managing Fund Manager / GP Capital

Fund tax returns - process and timing.

Why does my fund need two entities?

Flow of Capital in & out a Fund

Fund setup checklist

Onboarding investors with a Solo 401K retirement account

Transition Instructions to new investor portal

Setting up Wave Accounting

Investor help

Other Questions Answered

What happens if a fund manager dies or is no longer able to manage the fund?

Do I need an accreditation letter?

ACH Bank Account Setup & Funds Transfer

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

Where can I get an accreditation letter?

Login issues? Follow these steps

Am I an accredited investor?

How to fill out the W-9 form

All Categories ​>​ ​Help for fund managers ​ > ​ ​Exempt Reporting Adviser (ERA) Registration

Exempt Reporting Adviser (ERA) Registration

5 articles

What is an Exempt Reporting Adviser (ERA)?

High level overview about exempt reporting advisers.

Updated 1 month ago by Sanjay Vora

Creating a FINRA account

Instructions on how to create a FINRA account.

Updated 1 month ago by Sanjay Vora

Accessing your FINRA Account and ADV filings

To access your FINRA account, follow these instructions. Use this font, color and size for text. Go to FINRA log in at https://www.finra.org/. Select Log In and then select the FINRA Gateway Login. L…

Updated 1 month ago by Sanjay Vora

Instructions to fill out ADV for Exempt Reporting Adviser (ERA) Registration

Guidelines on how to fill out the ADV form by question.

Updated 1 month ago by Sanjay Vora

Resetting your FINRA Password

How to change your FINRA password.

Updated 1 month ago by Sanjay Vora

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