How to Create an Individual Investor Profile in Sally
Before investing in an SPV through Sally, investors must create an Investment Profile. An Investment Profile identifies who is making the investment and collects the information needed for investor onboarding, identity verification, and accreditation.
If you are investing personally rather than through an LLC, trust, or other entity, you will create an Individual Investment Profile.
This guide walks through the process of creating an Individual Profile in Sally.
Step 1: Begin Your Investment
Log in to your investor portal and navigate to the investment opportunity you want to participate in.
Click Invest Now to begin the investment process.
Select Create New Profile.
From the profile type dropdown menu, select Individual, then click Continue.
Step 2: Enter Your Personal Information
Complete the Individual Profile by entering your personal information.
Provide the requested details, including your name, contact information, and residential address.
Because you are creating an Individual Profile, the information should belong to the individual who will personally own the investment.
Step 3: Complete Identity Verification
Next, Sally will collect the information needed to verify your identity.
Enter your Social Security number and upload an acceptable identification document, such as a:
- Driver’s license
- Passport
- Government-issued identity card
Follow the on-screen instructions to upload an image of your identification document.
You will also be asked to upload a recent selfie as part of the identity verification process.
Once you have provided the required information and images, click Continue.
Step 4: Complete the Accreditation Questions
Next, Sally will display a series of investor accreditation questions.
Review the available accreditation standards and select the one that applies to you.
You only need to select one applicable accreditation standard.
Once you have completed this step, your Individual Investment Profile has been created.
Step 5: Continue Your Investment
Click Continue Investment.
Select the Individual Profile you just created to proceed with your investment.
You can now continue through the remaining investment process using your Individual Profile.
Your Individual Investment Profile Is Ready
Your Individual Investment Profile has now been created in Sally.
Sally brings investor profile creation, identity verification, accreditation, and investment onboarding together in a single platform, allowing investors to complete the required steps through their Organizer’s branded investor portal.
Video Tutorial: How to Create an Individual Investor Profile in Sally
Watch the video below for a complete walkthrough of creating an Individual Profile, entering personal information, uploading identification documents, completing accreditation questions, and continuing your investment.
