Investing Process Explained

Tyler Stewart
August 25, 2021
Investing Process Explained

4 Steps To Invest

After clicking the Apply To Invest button on an offering page you will be prompted via your RealCrowd Portfolio to complete the below four steps:

  1. Create/Select Your Investor Profile
  2. Certify Accreditation
  3. Review & Sign Closing Documents
  4. Fund Your Investment

1. Create/Select Your Investor Profile

Your investor profile is where you will enter information regarding the entity (see image below) you plan to invest with.

Using A Self-Directed IRA

To use your Self-Directed IRA, you just need to check the box on your investor profile that says: "I would like to use an SD-IRA."

Pro Tip

Want to get a head start on creating your investor profile? You can create your investor profile right now by clicking here.

2. Certify Accreditation

To certify your accreditation you just need to click the Submit Accreditation button that will appear in your RealCrowd Portfolio. Clicking the button will take you to a 3rd party verification service ( and RealCrowd will automatically cover the cost of certification.

3. Review/Sign Documents

Once certification is complete you will be sent the closing documents for review & signature. Your portfolio will let you know when your documents are ready and your documents will be made available in your email inbox via a service called HelloSign.

4. Fund Your Investment

When a sponsor is ready to call for funds you will receive funding instructions via your RealCrowd Portfolio and email inbox. 


If you have any questions on this process please don't hesitate to reach out to our team at:

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