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How to Register and Set Up Your Investor Profile

Overview​

Creating an investor account on the WhiteLabel Community Deals Platform is your first step toward accessing exclusive investment opportunities in tokenized assets. This guide will walk you through the process of registering for an account and setting up your investor profile with all necessary information to begin exploring and investing in deals.

Prerequisites​

Before setting up your investor profile, you should:

  • Have a valid email address
  • Have identification documents ready for KYC verification
  • Be prepared to provide basic personal information
  • Have a basic understanding of your investment goals and risk tolerance
  • Have access to a device with a web browser and internet connection

Step-by-Step Instructions​

Step 1: Navigate to the Platform Website​

  1. Open your preferred web browser
  2. Enter the platform URL in the address bar
  3. Press Enter to navigate to the platform's homepage
  4. Look for the "Sign Up" or "Register" button, typically located in the top-right corner of the page

Step 2: Create Your Account​

  1. Click on the "Sign Up" or "Register" button
  2. Enter your email address in the designated field
  3. Create a strong password following the platform's requirements:
    • Typically at least 8 characters
    • Including uppercase and lowercase letters
    • Including at least one number
    • Including at least one special character
  4. Confirm your password by typing it again
  5. Check the box to agree to the Terms of Service and Privacy Policy
  6. Click "Create Account" or "Register" to proceed

Step 3: Verify Your Email​

  1. Check your email inbox for a verification message from the platform
  2. If you don't see it, check your spam or junk folder
  3. Open the email and click on the verification link
  4. You'll be redirected to the platform to complete your registration
  5. If the link doesn't work, copy and paste the verification code from the email into the verification page

Step 4: Complete Your Basic Profile Information​

  1. After verifying your email, you'll be prompted to complete your profile
  2. Enter your personal information:
    • Full legal name (as it appears on your ID documents)
    • Date of birth
    • Phone number
    • Country of residence
  3. Click "Save" or "Continue" to proceed to the next step

Step 5: Access the Profile Settings Page​

  1. After completing the initial setup, navigate to your profile settings
  2. Click on your profile icon in the top-right corner of the screen
  3. Select "Profile Settings" from the dropdown menu
  4. This will take you to the complete profile settings page

Step 6: Update Your Account Information​

  1. In the "Account Information" section, verify and complete:
    • Legal name
    • Residency information
    • Linked email (should already be filled in)
    • Telegram connection (optional, for notifications)
  2. Click "Edit" next to any field you need to update
  3. Make your changes and click "Save" for each section

Step 7: Complete Investor Suitability Information​

  1. In the "Investor Suitability" section, click "View/Update"
  2. This will open a form to determine your investment eligibility
  3. Indicate whether you are an accredited investor
  4. Complete the form to help determine your investment suitability for specific deals
  5. This information is crucial as it affects which deals you can access

Step 8: Define Your Investment Profile​

  1. In the Investment Profile section, specify:
    • Investment Goals (select all that apply):
      • Capital Appreciation
      • Income Generation
      • Wealth Preservation
      • Tax Benefits
      • Portfolio Diversification
      • Retirement Planning
    • Investment Horizon:
      • Short Term (Less than 3 years)
      • Medium Term (3-7 years)
      • Long Term (More than 7 years)
    • Risk Tolerance:
      • Low (Prioritize capital preservation)
      • Medium (Balanced growth and risk)
      • High (Willing to accept higher risk for potentially higher returns)
  2. Click "Next" to save your investment profile

Step 9: Complete KYC Verification​

  1. In the "Investor Information" section, note your current KYC Status
  2. If not yet verified, click on the prompt to begin KYC verification
  3. Follow the instructions to submit:
    • A copy of your government-issued ID (passport, driver's license, or ID card)
    • Proof of address (utility bill, bank statement, etc.)
    • A selfie or photo for identity confirmation
  4. Wait for verification to be completed (this may take 1-2 business days)

Step 10: Review Your Profile Information​

  1. Once all sections are complete, review your entire profile for accuracy
  2. Ensure all required fields are filled out correctly
  3. Verify that your KYC status is "Pending" or "Verified"
  4. Check that your investment profile reflects your actual preferences

Step 11: Connect to the Platform Community (Optional)​

  1. If available, connect your Telegram account for platform notifications
  2. Click "Connect" next to the Telegram option
  3. Follow the prompts to link your Telegram account
  4. This gives you access to exclusive deal notifications and community discussions

Step 12: Explore the Platform​

  1. Once your profile is set up, navigate to the "Deals" section to explore available investment opportunities
  2. Browse the marketplace to familiarize yourself with the platform interface
  3. Review the "Portfolio" section to understand how your investments will be tracked
  4. Check the "Documents" section to see where important investment documents will be stored

Best Practices​

  • Use Accurate Information: Ensure all information provided matches your legal documents
  • Strong Password: Create a unique, strong password and enable two-factor authentication if available
  • Regular Updates: Keep your profile information current, especially contact details
  • Complete All Sections: Fill out all profile sections for the best experience and access to all eligible deals
  • Honest Risk Assessment: Be honest about your risk tolerance and investment goals
  • Secure Connection: Access the platform from secure, private internet connections
  • Document Readiness: Have all necessary documents ready before starting the KYC process
  • Contact Information: Use an email address you check regularly for important notifications
  • Review Terms: Read the platform's terms of service and privacy policy carefully
  • Enable Notifications: Set up notifications to stay informed about new deals and important updates

Troubleshooting​

Common Issues​

  1. Email Verification Link Not Working

    • Solution: Try copying and pasting the verification code manually
    • Solution: Request a new verification email through the platform
    • Solution: Check if the link has expired and request a new one

  2. KYC Verification Rejected

    • Solution: Review the rejection reason provided
    • Solution: Ensure your documents are clear, current, and match your profile information
    • Solution: Submit higher quality images of your documents
    • Solution: Contact support for specific guidance on your rejection reason

  3. Unable to Save Profile Information

    • Solution: Check for error messages indicating missing or incorrect information
    • Solution: Ensure all required fields are completed
    • Solution: Try using a different browser or clearing your cache
    • Solution: Check your internet connection

  4. Telegram Connection Issues

    • Solution: Ensure you have the latest version of Telegram installed
    • Solution: Try disconnecting and reconnecting your account
    • Solution: Check your Telegram privacy settings to allow connections

  5. Accreditation Status Questions

    • Solution: Review the platform's definition of accredited investor status
    • Solution: Consult with your financial advisor if unsure about your status
    • Solution: Contact platform support for clarification on requirements

Getting Help​

If you encounter any issues during the account creation process:

  1. Navigate to the /support Support center by clicking on the "Support" link in the main navigation
  2. Select the appropriate category for your issue
  3. Provide specific details about your problem
  4. Submit your support request
  5. Support staff will respond through the platform's notification system