Invest in a New Offering (New Investor Portal)

Log In

Step 1: Click the Login button at the top right or in the center of the screen.

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Step 2: Type in your email and password. Click Login. (Note the Forgot Password prompt below to use when needed).

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Choose the Offering

Step 3: From the Dashboard tab, navigate to the 'Open Offerings' section. 

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Choose the open offering you'd like to make an investment in. 

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Complete the Investment Wizard

Step 4: Browse the offering details that your Sponsor may have provided. 

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Step 5: Click the 'Invest Now' button on the offering. 

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Sign the Offering Documents

Step 6: Begin by selecting while Investment Profile and class you'd like to place the investment to. 

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Step 7: Enter the amount you'd like to invest and your payment preference. 

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Step 8: Sign off on the acknowledgements. 

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Step 9: Sign the offering documents. For more information on signing eSignature documents, please click here

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Once the documents are signed by all parties the investment will be complete. 

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