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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 will be contacted directly by these third parties for more information required to complete compliance verification in your account creation. 

Learn about our Partners here

Below is a step-by-step guide to help you get started on our platform.


1. Create a Connect Invest account here

2. Once you submit the form, please verify your email address

3. Go to your email inbox – look for an email from Connect Invest with the subject line: "Email Verification" (If you don't see it, check your SPAM/JUNK folder)

4. Open email - click on link 'Verify My Email Address'

5. Upon verifying your email, you will be guided to a short questionnaire




5. Continue to the investor information pages - Fill in the forms


6. Verify that you've reviewed important investor-related documents.


7. Our system will work with our third-party vendors to verify your information, once successfully verified, you may continue the registration.

If you are prompted to upload a document for further verification, click here.


8. Enter the dollar amount to initially fund your Connect Invest wallet with funds from your banking source which you'll establish in the next step.

9. Link your bank account to your Connect Invest wallet.


10. Account set-up complete - you see confirmation message


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