Easy 4-Step Online Investing
Step 01
Create your account
Signing up is a breeze. Review and agree to the Terms of Use and affirm you’re an accredited investor. Partners Finance reviews each investor profile and once you are approved you’ll receive an email confirmation and access to your new account.
Step 02
Review current investment opportunities
After your account has been created you can review all existing investment opportunities and high-level details of current and historical deals.
Step 03
Select the investment opportunity you like
Account holders have exclusive access to current eligible investments and historical deals from the sponsor. Review the overview, PPM, and legal documents of each open investment to determine whether an investment is right for you given your investment strategy, time horizon, and tolerance of risk.
Step 04
Invest now!
Click “Invest Now” to invest in the opportunity and follow the instructions to complete the documents and fund your investment.
Of course, at any time please feel free to reach out to us or phone at 713 985 4613. We are happy to help with the process, answer questions about the investment and/or sponsor, or assist with anything else you need.