Create a Sponsor/Owner, Broker Dealer, RIA, or Hybrid Account

Welcome to Redely!

Please review your email to see which account setup process to follow.

Click the link below that corresponds with the email you received.

Select the email from The Redely Platform.

Select "Create new account" button within the email.

This will bring you to the account creation page. Enter your company's name.

Next, select your workspace type (RIA, Broker Dealer, Hybrid, or Sponsor/Owner).

Select "Next Step."

You can select "Login with Google" or "Login with Microsoft," if applicable.

If neither of these apply, select "Or Sign Up With Email."

Enter your name.

Please enter a phone number that is able to receive text messages.

Enter a password.

You will use your email address and this password to log into your Redely account moving forward at www.redely.com.

Select "Create Account."

Please enter the six-digit code that was sent to the phone number you provided.

Select "Create Account."

You've successfully created your organization's workspace!

Select the email from The Redely Platform.

Select "Create new account" button within the email.

Enter your full name.

Enter a password.

You will use your email address and this password to log into your Redely account moving forward at www.redely.com.

Please enter a phone number that is able to receive text messages.

Check the button to note that you agree to the Terms of Service and Privacy Notice.

Select "Sign Up."

Please enter the six-digit code that was sent to the phone number you provided.

Select "Verify & Continue."

Select "Let's go!"

You've successfully created your account within your organization's workspace!