Creating a Raise Investment account is quick and easy. Follow these steps to get started:
Visit www.raisefinancial.com to log into or create your Raise account.
From the dashboard, click "Create an account" and select "Investment Account"
Begin filling out details about what level of account you're interested in, basic demographic information, and then schedule an onboarding call with a member of the Raise team. Complete the form with your account level selection, demographic information, and schedule a call with our founder.
During this meeting we will ask you some questions about your financial goals and get to know you better. We also want to make sure that you understand how the Raise Investment product works, since the concept is a bit new.
After the meeting, if it’s a good fit we will approve your account and get started.
Once your account is set up, we will typically make the upfront investment for you within 24-72 hours.