Here are the steps to create your investment account after verifying your email on EquityMultiple:
Step 1: Choose the type of investment account that best suits your needs. EquityMultiple offers four types of investment accounts: Individual, Joint, IRA, or Entity. Each type of account has its own unique features and benefits, so it's important to choose the one that's right for you.
Step 2: Once you've selected your account type, you'll need to provide some additional information to complete your account setup. This includes verifying your identity, entering in any related investment account details, and linking your bank account to your EquityMultiple account. You'll also need to review and agree to the terms and conditions of your investment account.
Note: Certain investment account types require specific documents to be uploaded for review. Upon starting the account creation process for these account types, you will be notified of the various documents needed to pass verification.
Step 3: After you've completed your investment account setup, you'll be able to invest in available investment opportunities on the EquityMultiple platform.
Creating an investment account on EquityMultiple is a straightforward process that can help you build a diversified investment portfolio. By following these steps, you can set up your account and start browsing investment opportunities.