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Investor Portal Guide
Online Investment Process
Investor Portal Guide - How do I fund an investment?
Investor Portal Guide - How do I fund an investment?

Remit your contribution payment through the online investment process

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

Once you make an offer, you begin the online investment process. Throughout the process, you will receive an email after each step with a link directing you to the next step. Once all the agreements and documents are signed, submitted, and approved, you will be at the funding stage of the process and the email link will direct you to the funding instructions.

You will also see a notification banner on your Home Dashboard when you log in to the Investor Portal. Click on View details to go to the funding instructions.

Funding Instructions Page

Whether you click from the email or navigate from the banner, you will arrive at the page to begin the funding process.

This screen presents you with the options for contribution payments supported by the sponsor. Selecting one will provide the instructions for that payment method. The possible payment options are:

  • ACH - Direct Deposit - Requires additional steps for setup

  • Check - The sponsor’s mailing address is provided

  • Wire - The sponsor’s wire instructions are provided

ACH - Direct Deposit

This option allows you to fully automate your payment and is the method most sponsors prefer. Security and government regulations require a series of steps to configure ACH (see this article). If you select this method, keep in mind that:

  • The maximum amount for ACH direct deposits is $250,000.00

  • ACH currently supports U.S. Bank Accounts only

  • U.S. law and KYC/AML compliance requires verification of all users who are funding through electronic transactions

  • ACH transactions generally take 3-5 business days to complete

Mail Check

Selecting this option displays the address where you will send payment. Once you have mailed the check, let the sponsor know by clicking on the I’ve mailed my funds button at the bottom of the page.

Wire

Selecting this option displays the wiring instructions. Once you have completed the transfer, let the sponsor know by clicking on the I’ve wired my funds button at the bottom of the page.

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