How to Add Additional Investing Accounts

1. Log Into Your Account

• After logging in, look at the left-hand side of the screen and select Investing Accounts.

2. Create a New Account

• Scroll down to the bottom of the page and click Create New.
• A drop-down menu will appear with various account types to choose from. Select the type of account you want to create (e.g., Joint Account).

3. Name the Account

• In the box labeled Account Name, create a nickname for the account.
  • For example: Joint Account with Sean.
• Fill out all the required information in the fields provided.

4. Add a Secondary Person (If Needed)

• If it’s a joint account, you will need to provide the details of the second person.
• Scroll down and input the secondary person’s information.

5. Save the Account

• Once all the information is filled in, click Save to create the new account.

6. Enroll the Account in a Fund

• After saving, locate the newly created account in your list of investing accounts.
• Click Enroll Now next to the account name.
• When prompted, confirm that you want to enroll using the joint account by selecting Yes.

7. Complete the PPM and Agreement Process

• The system will walk you through signing the Private Placement Memorandum (PPM) and the subscription agreement.
• Review the documents carefully and click Start to begin the process.
• Make sure you understand everything you’re agreeing to as you proceed through the documents.

8. Download the Signed Documents

• Once you’ve completed and signed the PPM and agreement, you will have the option to Download the document to save for your records.

9. Await Manager Approval

• After signing, the status will show Waiting for Approval.
• The fund manager will review your submission and countersign the document.
• Once approved, the new account will appear in the drop-down list of your investing accounts.