How do I set up my Invest account?

To start investing with Upright, you will first need to create an investing entity. To do this, navigate to the "Accounts and Balances" tab of your dashboard. There, you should see the "Add New Entity" tab. Click on it, choose the appropriate entity, and then enter the appropriate information. Once your investing entity is created, you are ready to invest.

Before you can invest with Fund That Flip, you will need to create an entity

If you would like to be able to fund your investment via ACH, you will need to add and verify a bank account. You can still invest without a bank account, but your investment will need to be funded by wire. To add an account, go to your "Accounts and Balances" tab on your dashboard, and click on the green, "Add Bank Account" button. At this point you may proceed with microdeposits, or through our trusted partner Plaid.

Once you make your first investment, Investor Relations will email you with two options for verifying your accreditation status: a link to our third party verifiers, or a templated letter that your attorney, CPA, or financial advisor can complete.

If you proceed via our third parter verifiers (Parallel Markets), you can sign in using the link we provide and upload your documents. Parallel Markets will review them and send us an accreditation certificate.