Frequently asked questions
Please see the answers to our frequently asked questions. If you have any additional questions or need immediate assistance, please call 866-795-7558 or email us at

Getting started

How do I open an account?

Creating your Connect Invest is easy. Get started here and verify your email address. The second step is identity verification. The final step is to link your bank account to your Connect Invest wallet to transfer funds to make investments.

Why do I need to provide personal information?

Connect Invest is required to complete identity verification to meet the financial suitability requirements. Connect Invest uses a third-party integration, Alloy, for identity verification. Visit Alloy's security policies here. This information is also necessary to prepare your tax documents at the end of the year.

What are the requirements to open an account?

  • Must be U.S. citizens or permanent residents
  • Must be at least 18 years old
  • Must have U.S. social security numbers
  • Must have an account at a financial institution with a routing transit number

Does Connect Invest charge any fees to invest?

No. Connect Invest does not charge any fees to invest with us. 

What is a Connect Invest wallet?

The Connect Invest wallet is your account's digital wallet. This is where your funds are held when you transfer funds, receive interest payments, and receive principal payments. Through Plaid, it will take 1-2 business days to move funds from your bank account to your Connect Invest wallet.

What are the benefits of investing with Connect Invest?

Connect Invest allows investors to manage their accounts all through their account portal. This will enable you to add funds, make investments, and collect interest and principal payments all through your account.

Are investment returns guaranteed?

No investments are guaranteed; there is risk in all investments. 


What are the yields on your investments?

Our investments yield 4.5 - 9.0% APR depending on what investment you select.

What is the investment minimum?

The Short Note investment minimum is $1,000. The individual property listings, available to accredited investors, have an investment minimum of $5,000.

How often will I receive an interest payment?

Interest is paid out on the 1st and 15th of every month. 

What are Short Notes?

Short Notes allow investors the ability to invest in real estate. Connect Invest diversifies the funds across several real estate projects to help minimize the risk for investors. Click here to see what loans are currently in the Short Note portfolio. 

How do I invest?

First, you need to set up your account and have available funds in your Connect Invest wallet. Investing is as easy as going to investment listings and view details on the investment you would like to make. You will select invest now, input your investment amount, sign the subscription agreement, and confirm your investment. 

Do I need to be an accredited investor?

No, you do not need to be an accredited investor to invest in our investments. Connect Invest Short Notes are available to verified investors. 

Is there a maximum amount I can invest?

The maximum amount an individual can invest varies on their net income and net worth. Please reference our offering circular.

What documentation do I receive upon investing?

A copy of the signed subscription agreement and note purchase agreement will be emailed to you with your investment details

Account management

How do I deposit funds into my account?

Investors may deposit funds into their account through standard ACH with our third-party vendors, Plaid and Dwolla. Amounts greater than $100,000 should be transferred through a wire transfer. Contact us to obtain the wire instructions.

What tax information will I receive on the income generated from my investments?

A Form 1099-INT is used to report income from interest generated above $10 for the tax year. 

How can I secure my account?

Multi-factor authentication can be set up in the accounts profile settings.

What should I do if I am having problems accessing my account?

If you encounter account problems such as a locked account, password reset, or sign-in trouble, please contact us. If you need immediate assistance, please call 866-795-7558.