Investor Onboarding: How to Create and Register Your Account

How to Set Up Your Avestor Account and Start Investing

1. Create Your Account

• You should’ve received an email invite or a special signup link from your fund manager.
• Click the link and then click “Sign Up Now.”
• Enter your preferred email and click “Send Verification Code.”
• Check your email inbox, copy the code, and paste it into the site. Then click “Verify Code.”
• Fill in all the required fields and click “Create Account.”
• You’ll be redirected to the login screen. Log in using the email and password you just set up.

2. View Investment Opportunities

• Once you’re logged in, you’ll see the deals available to you.

• If you’re interested in one, click “Soft Commit.”

  • This lets your fund manager know you’re interested.
  • You can update the amount anytime by clicking “Soft Commit” again.
  • This step is not a formal commitment—just a way to express interest.

3. Complete Your Investor Profile

• On the left-hand menu, look for the red dots at the top and click “Investor Profile.”

• Enter your mailing address and begin your ID verification.

  • Click “Start Verification.”

  • Choose how you want to upload your ID:

    • Use your webcam,
    • Upload a photo manually,
    • Or scan a QR code to use your phone.

  • If you’re scanning the QR code, it’ll open a secure browser to guide you through.

  • Make sure your ID is well-lit and clearly visible—no glare.

4. Choose How to Receive Tax Forms

• After verifying your ID, select how you want to receive tax documents.
• Click “Save.”

5. Set Up Your Investing Account

• Go to the next section called “Investing Accounts.”
• From the dropdown, choose your investing type (individual, joint, trust, entity, etc.).
• Name your account something specific, especially if you plan to invest in multiple ways.
• Fill out the rest of the form manually—don’t use autofill to avoid errors.
• Click “Save.”

6. Enroll in the Fund

• Go to “Fund Enrollment.”

• Select the investing account you just created.

• Click “Sign Document.”

  • This includes your legal paperwork: PPM, Operating Agreement, and Subscription Agreement.
  • Read carefully and reach out to your fund manager if you have questions.
  • After signing, you can download a copy for your records.

7. (For 506© Funds Only) Upload Your Accreditation Letter

• If you’re investing in a 506© fund, you’ll need to prove you’re an accredited investor.

• You can:

  • Upload a letter from your CPA or attorney, or
  • Click “Get Letter from Accred.com” to request one through the platform (no charge).

• Upload the document based on your investing type.

• If anything’s missing, we’ll email you. Just log back in and upload any requested documents.

• Once approved, your accreditation letter will appear in your account.

8. Final Step: Fund Manager Approval

• Once you’ve completed enrollment, your fund manager will review and approve your account.

• You’ll get an email once you’re approved.

• After that, you’re ready for the next steps:

  • Sign the Deal Disclosure
  • Get wire instructions
  • Connect your bank account

We’ll walk you through that in the next video.