When will I see my first dividend?

You made an investment, but your money won’t start working for you until we process our closing.

Gretchen Lirio avatar
Written by Gretchen Lirio
Updated over a week ago

After your investment is initiated, it has to go through an approval process before it is fully accepted. The overall investment process can take up to 2-3 weeks. Here is a high-level overview of what happens:

  1. Bank Transfer
    Your investment amount will be drawn from your bank account via ACH and sent to our escrow account (3-5 business days).

  2. Investment Approval
    Your investor profile details, investment amount & investor questionnaire are sent to our securities broker-dealer, Dalmore Group for verification & approval. In this review, our broker-dealer may reach out to you for additional information to finalize their approval (3-5 business days).

  3. Investment Finalization
    We will review and process all approved investments. If approved, your investment will then begin working for you. We typically sweep new investments into the fund once a week for a closing (3-5 business days).

You can see all updates in your dashboard. When your investment is complete, you'll be notified once your first dividend is posted to your account when there is profit!

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