Redely

1. <a href="https://helpcenter.redely.com/en/articles/7183649-create-a-sponsor-owner-broker-dealer-ria-or-hybrid-account">Create a Broker Dealer, RIA, or Hybrid Account</a>

You've received an email invitation to create an account with Redely. Follow these instructions to create your account.

2. <a href="https://helpcenter.redely.com/en/articles/8061960-set-up-your-organization-s-workspace-profile">Set Up Your Organization's Profile</a>

Update your logo, company website, and workspace information.

3. <a href="https://helpcenter.redely.com/en/articles/7183656-set-up-your-account">Set Up Your Account</a>

Update your headshot, phone number, and account information.

4. <a href="https://helpcenter.redely.com/en/articles/7183708-invite-your-internal-team">Invite Your Internal Team</a> (Logged In Users Only)

You want to add internal team members to your workspace? Follow these instructions to learn how.

5. <a href="https://helpcenter.redely.com/en/articles/7183746-invite-your-investors">Invite Your Investors</a> (Logged In Users Only)

Invite your investors so they can review and invest in offerings.

6. <a href="https://helpcenter.redely.com/en/articles/8117672-share-your-offering">Share Your Offerings</a> (Logged In Users Only)

Share your offering with your network so your connections can start investing!

7. <a href="https://helpcenter.redely.com/en/articles/7183724-create-an-offering">Create an Offering</a> (Logged In Users Only)

You want to create an offering on behalf of a sponsor? Follow these instructions to learn how.

Platform questions? Please reach out to <a href="mailto:support@redely.com" rel="nofollow noopener noreferrer" target="_blank">support@redely.com</a>.

Welcome to Redely! Follow the steps below to make the most of your Broker Dealer, RIA, and Hybrid workspace.

Broker Dealer, RIA & Hybrid Onboarding

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Broker Dealer, RIA & Hybrid Onboarding

1. Create a Broker Dealer, RIA, or Hybrid Account

2. Set Up Your Organization's Profile

3. Set Up Your Account

4. Invite Your Internal Team (Logged In Users Only)

5. Invite Your Investors (Logged In Users Only)

6. Share Your Offerings (Logged In Users Only)

7. Create an Offering (Logged In Users Only)