What do I need to do to make an investment?

To sign for an investment, you'll need to self-accredit, choose a funding method, and verify your identity.

You can choose to fund your investment via ACH transfer or wire. If you choose ACH, you can select a bank account you've previously added or add a new one. If you choose wire, we'll display wire instructions for you to use.

If it's your first time making an investment with a given investing entity, you'll also need to go through our KYC (Know Your Customer) process. If you're a US investor, you can simply enter a few pieces of information (Legal Name, Address, Social Security Number), and we can verify your identity. If you're a non-US investor, you'll also need to upload a valid identity document from your country of residence.

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