First, set up your investor account by clicking “Sign Up” on the homepage. After creating your profile, completing identity verification, and linking your bank account(s), you’ll be ready to explore investment opportunities.
To make your first investment, log in and head to the offerings marketplace. Select an offering, then click “Invest Now” to enter your desired amount (be sure to check the minimum investment requirement). Finally, complete your investment by funding it through an electronic transfer via Plaid or a wire transfer.
Related article: How do I fund my investment?
Please note that once you make an investment, it must remain under the original investor account used to submit the request. By submitting an investment request, you agree to the terms and conditions requiring the investment to be held in the account owner’s name.