Investor Onboarding: How to Create and Register Your Account

Step 1: Start the Sign-Up Process 🖱️

1. Click “Sign Up Now” when the page loads.
2. Enter Your Preferred Email and hit “Send Verification Code.”
3. Check Your Email for the code, enter it in the box, and click “Verify Code.”
4. Fill Out Your Info and click “Create Account.”

Step 2: Log In and Explore 🗝️

• Use your new account details to log in and take a look around the deals available.
• If something interests you, click “Sign Up” on the project, enter the amount you’re interested in, and click “Submit” to notify the fund.

Step 3: Complete Your Profile 📋

1. Click on the three dots on the left side to access your profile settings.
2. Fill in your mailing address and click “Start Verification” to upload your ID securely.
3. Choose one of these options for verification:
   • Use your webcam to upload your ID.
   • Manually upload your ID.
   • Scan a QR code using your phone.

Step 4: Set Your Preferences 📧

1. After verification, select if you want your info sent electronically or via another method.
2. Click Save.

Step 5: Create Your Investing Account 💼

1. Go to the Investing Account section and click “Create New.”
2. Choose Individual from the dropdown menu.
3. Name Your Account (e.g., “Individual Account”) and fill in the details.
   • Don’t use autofill—type each field manually to avoid issues.

Step 6: Fund Enrollment 📝

1. Choose your account from the dropdown, then complete the Signed Document and Accreditation Letter steps:
   • Review the PPM, Operating Agreement, and Subscription Agreement before signing.
   • For 506c funds, upload an Accreditation Letter from a CPA or lawyer, or request one from us by clicking “Get New Letter.”

Step 7: Connect Your Bank Account 🏦

1. Click on Bank Accounts on the left.
2. Answer the initial questions, matching the info on your government ID.
3. Link your bank using one of two options:
   • Routing and Account Number (for receiving funds only).
   • Bank Login Credentials (for sending and receiving funds instantly).

Step 8: Transfer Money 💸

1. Select Transfer Money from the dropdown, pick your bank account, and enter the amount.
2. Add a memo with the deal’s name if needed.
3. Choose ACH for a standard transfer (takes a few days) or Wire for faster processing. If wiring, follow the instructions provided to send funds through your bank.

Need Help? 🤔

If you have questions, don’t hesitate to reach out to us or your fund manager.