Setting up your Individual account

Modified on Thu, 12 Oct 2023 at 04:29 AM

First things first… 

Step 1) Enter Your Contact Information and Identity Verificaiton 

Inside your “My Account” page, you will a screen that will ask you for your Contact Information and Identity Verification; You will need to enter all of this information before you can invest in any opportunities listed on Equifund. 

Please note that any extremely sensitive information required for KYC is encrypted in our database.

Once you’ve completed both of those sections, click the blue “Submit” button at the bottom of the page to save your information.

Step 2) Update Your Investment Profile 

Next, click over to the “Profile” section.

The only thing you are required to enter on this screen is your Net Worth and Annual Income.

We are required to ask this information in order to determine your investment limits (to find out your investment limits, go here to use our investment calculator).

In the near future, we will be making some adjustments to the information requested on this page in an effort to better understand our membership base (we’ll be sending out a separate email once it’s live).

Once you’ve entered this information, press the blue “Update Profile” button at the bottom to save your progress.

Step 3) Enter Your Accreditation Status 

Quick reminder: Under Reg-CF and Reg-A+, both accredited and non-accredited investors are allowed.

Please select one of the six options available.

  • My Individual Income is above $200,000 (for each of the last 2 years)
  • My Joint Income with spouse is above $300,000 (for each of the last 2 years)
  • My individual Net Worth or joint with spouse is above $1M (excluding primary residence)
  • I own Total Investments above $5M (including jointly with spouse)
  • I am a licensed individual that holds an active Series 7, Series 65, or Series 82 registration
  • I am not an Accredited Investor

Then, press the blue “Update Accreditation Status” button once you’ve made your selection. 

Step 4) Add Payment Method 

Just like anything you buy online, before you can complete your order you have to pay for it.

With our old system, investors had to input the information at the very end of the investment process; if the information was wrong, it was problematic to resend payment links or resubmit payment information.

Now, you can simply add your preferred form of payment on the front end to make the investment process that much easier.

To add your payment method, click over to the “Payment Method” tab inside your “My Account” dashboard, then hit the blue “Add New Payment Method” button.

Once you do, you’ll see a screen that looks like this… 

At the time of publishing, the only offer available in the drop down is Sky Quarry. By selecting this option, you are not committing any funds to this offering.

However, you will need to make a selection in order to advance to the next screen.

Once you select it, you will see this screen…

If you’d like to connect your bank account, click the “Bank Account” option, check the “I agree…” box, then click the blue button marked “Link My Bank Account”

Once you do this, you will see a popup to connect your bank account via Plaid.

Once you complete this step, you will be taken back to this screen and will be asked to select which bank account to transfer funds from.

Once you’ve done this, press the blue “Save” button at the bottom of the page.

If you would like to add your credit card, click the “Credit Card” option, enter your credit card details, then press the blue “Verify Credit Card” button that appears once your information has been filled in.

Once you do, you’ll see a screen that confirms your credit card has been verified (or an error if it has not).

If for any reason you’d like to pay via wire transfer or send in payment via check/money order, you can do so during the investment process.

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