Help Center
Accreditation & Verification
- Who is an accredited investor?
- What if I'm not accredited but my spouse is?
- Why do I need to be an accredited investor to invest through FundersClub?
- I have an accredited entity, how do I invest with it?
- How do I verify the accreditation status of my entity?
- Does the JOBS Act allow me to invest even if I’m not accredited?
Online and Offline Payments
- How do I link my bank account?
- I've manually entered my bank information; when will I receive the microdeposits?
- I've received the microdeposits in my bank account, what do I do now?
- What is an ACH payment?
- How do I send a wire transfer?
- I’ve already reserved my investment, when should I send in my payment?
Understanding My Investments
- Why is my investment "Pending" in the investment report?
- What type of company updates will I receive from the fund that I have invested in?
- I signed the subscription agreement, when will FundersClub countersign it?
- How do I track my investments?
- What is the "Investments" section?
- What is the "Investment Report" section?
Waitlist & Watchlist
- What is waitlist mode?
- What causes a fund to go into waitlist mode?
- What happens now that I'm on the waitlist?
- [Online Payment] I joined the waitlist on a fund and my bank account was charged for the investment. What happens next?
- [Offline Payment] I joined the waitlist for a fund, should I still send in my payment?
- What does it mean to “watch” a fund?
Legal and Tax Documents
- When can I expect to receive my K-1?
- How are legal documents handled on FundersClub?
- What are the tax implications of an investment on FundersClub?
- What type of tax documentation will I receive when I invest on FundersClub?
- What is a K-1?
- What should I do with the K-1?
Investing with an IRA
- Can I invest with an IRA on FundersClub?
- Who is Entrust?
- What role does Entrust play?
- What types of IRAs can be utilized for FundersClub investments?
- What is a self-directed IRA?
- How do I set up a self-directed IRA with Entrust/FundersClub?
My Account Settings
- Can I sell or transfer my investment interest?
- Can I create a joint investment profile for me and my spouse/partner?
- How do I change my email address?
- How do I change my mailing address?
- I’ve forgotten my password, how do I log in?
- How do I set up my investor profile?
FundersClub Community
- What are venture points?
- How do I invite a friend to FundersClub?
- How do I apply my investment credit(s)?
- How can I get venture points?
- How do I get badges on my profile?
- What is the Connector badge?
Partnerships
- What is Partnerships?
- What is the difference between FundersClub funds and Partnership funds?
- How do I know if a fund is a FundersClub investment?
- Who can invest in funds offered by a Partnership?
- How are the fees structured for Partnerships?
- What is the Code of Conduct that Partnership managers must abide by?
Distributions
Auto-invest
- What is FundersClub Auto-Invest?
- What are the benefits of investing with FundersClub Auto-Invest?
- How do I set up FundersClub Auto-Invest?
- How will I know when a new reservation is made for me?
- What steps do I need to do to complete an investment reservation?
- Is there a minimum/maximum I can invest per deal with auto-invest?