Getting Started: Creating An Investment Profile #
This guide will walk you through the process of creating different profile types on Syndicately.
Step 1: Navigate to the Profiles Tab #
Start by navigating to the “Profiles” tab on the left-hand side of the screen.
Step 2: Choose the Profile Type #
Syndicately allows you to create four different profile types. Choose the one that suits your investment needs:
Individual Profile: This profile type is for a single person investing on their own behalf.
- Click on “Create Individual Profile”.
- Fill in the required information and click “Save”.
- Read the guide on creating an Individual Profile
Joint Profile: This profile type is for two or more individuals who are investing together. This could be spouses, business partners, or any other group of people who have decided to invest jointly.
- Click on “Create Joint Profile”.
- Fill in the required information for each individual and click “Save”.
- Read the guide on creating a Joint Profile
Entity Profile: This profile type is for a company, organization, or partnership that is investing. The entity could be a corporation, a limited liability company (LLC), a partnership, or another type of legal entity.
- Click on “Create Entity Profile”.
- Fill in the required information about the entity and click “Save”.
- Read the guide on creating an Entity Profile
Trust Profile: This profile type is for a trust that is investing. A trust is a legal arrangement where one party, known as the trustor, gives another party, the trustee, the right to hold and manage assets for the benefit of a third party, the beneficiary.
- Click on “Create Trust Profile”.
- Fill in the required information about the trust and click “Save”.
- Read the guide on creating a Trust Profile
Remember, you can create as many profile types as you would like. This flexibility allows you to manage multiple investment profiles from a single Syndicately account. If you have any questions or need further assistance, please don’t hesitate to reach out to the Syndicately team.