Getting Started

Your complete guide to tokenized investing. From account setup to your first investment, we'll walk you through every step of the process.

Four Simple Steps

Complete setup in as little as 24-48 hours

STEP 01

Create Your Account

Sign up and verify your identity with our secure onboarding process.

What You'll Do:

Provide basic personal information
Upload government-issued ID
Complete facial verification
Set up two-factor authentication

Requirements:

Valid government ID
Phone number
Email address
Time: 5-10 minutes
STEP 02

Accreditation Verification

Confirm your accredited investor status to access investment opportunities.

What You'll Do:

Submit income documentation
Provide net worth verification
Professional certification (if applicable)
Third-party verification review

Requirements:

Financial documents
Tax returns
Asset statements
Time: 24-48 hours
STEP 03

Fund Your Account

Add funds to your account to start investing in tokenized opportunities.

What You'll Do:

Connect your bank account
Wire transfer setup
ACH transfer options
Cryptocurrency deposits (coming soon)

Requirements:

Bank account
Routing number
Account number
Time: 1-3 business days
STEP 04

Start Investing

Browse opportunities and make your first tokenized investment.

What You'll Do:

Review available opportunities
Read offering documents
Commit investment amount
Receive digital tokens

Requirements:

Funded account
Investment research
Risk tolerance
Time: 15-30 minutes

Eligibility Requirements

What you need to get started

Accredited Investor Status

You must qualify as an accredited investor under SEC regulations.

Annual income >$200K (individual) or >$300K (joint) for past 2 years
Net worth >$1M (excluding primary residence)
Certain professional certifications (Series 7, 65, 82)
Entities with >$5M in assets

Identity Verification

Complete KYC/AML compliance with required documentation.

Government-issued photo ID (passport, driver's license)
Proof of address (utility bill, bank statement)
Social Security Number (US residents)
Facial verification via webcam or mobile

Minimum Investment

Meet minimum investment thresholds for opportunities.

Typically $1,000 minimum per investment
Some opportunities may have higher minimums
Diversification across multiple investments recommended
Platform fees may apply

Pro Tips for Success

Best practices from experienced investors

Start Small

Begin with smaller investments to understand the platform and process.

Diversify

Spread investments across different sectors and asset types.

Read Everything

Carefully review all offering documents and risk factors.

Stay Informed

Monitor your investments and stay updated on portfolio performance.

Important Investment Notice

• All investments involve substantial risk of loss and may not be suitable for all investors.

• You should only invest amounts you can afford to lose entirely.

• Carefully read all offering documents and risk factors before investing.

• Consider consulting with financial, tax, and legal advisors before making investment decisions.

Ready to begin?

Start your tokenized investing journey today with institutional-grade security and intelligent curation.