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Account Set-up

  • Step-by-Step Guide To Setting Up An Account

    Connect Invest works with various third-party vendors to streamline the verification process in order to adhere to compliance standards established by the company and required by SEC regulations. You ...

  • Registration and Identity Verification

    During this step of the process you will complete the following: Provide the requested contact information to register an account Provide the requested information to confirm your identity per Securit...

  • Acknowledgments & Authorizations

    The documents you'll review during this process are used to: Authorize your Connect Invest account setup Allow us to verify the information you provided on the previous page Present our Offering Circu...

  • Documentation Upload - Identification

    Document Types: A color scanned photo of some form of government-issued identification (a state-issued driver’s license or identification card, or a U.S. passport).  Document requirements: Our system ...

  • Initial Wallet Funding

    During the investor registration process, your Connect Invest wallet will be created and you will be prompted to fund your wallet.  You must have an online banking account set up to utilize the Connec...

  • Account Not approved | Verify My Email Address

    If you receive the message An account is not approved, please request verification again, it means that your email address has not been verified. Please follow the steps below. Please note: Screenshot...

  • An Account Can Not Be Created With That Email Address

    An investor may see this error message if they attempted to sign-in from the 'Sign-up' page or 'Get Started' link. However, once an investor has verified their email address, they need to sign-in at L...

  • Username and Password Combination Is Incorrect, Please Try Again

    An investor may see this error message if they signed-up with another email address, or incorrectly entered their email or password. Error Message: 1. Check to see if you entered your email correctly ...