Account Configuration (Getting Started)

This page contains advice for setting up your AngelList account based on your goals. No matter how you want to invest, you will need to be an accredited investor

 

Getting Started Checklist

Before you can view investments, you'll need to:

To complete your first investment, you'll need to:

By the end of the year (December 31), you'll need to:

  • Upload your tax information (find more answers to common tax questions here).

 

Configuring Your Account Based on Who's Investing

Setting Up an Account For You and Your Spouse

You and your spouse may each invest, but you cannot invest as a couple (joint tenants or other community property methods). AngelList can accommodate individual investors and investments via trusts, companies/firms, and certain self-directed IRAs. If you would like the assets to be held jointly by you and your spouse, you will need to create a trust (this cannot be done via AngelList’s platform), and make investments through that joint trust.

However, if you would simply like both you and your spouse to be able to invest, and to view each other’s investments, you can accomplish that via our Team Members function. You and your spouse will each need to have your own AngelList account to use this function. Each of your accounts should use your own name.

 

Account For You and Your Family Members

You and your family may each invest, but you cannot invest as a unit. AngelList can accommodate individual investors and investments via trusts, companies/firms, and certain self-directed IRAs. If you would like the assets to be held jointly by you and your family member(s), you will need to create a trust (this cannot be done via AngelList’s platform), and make investments through that trust.

However, if you would simply like both you and your family member(s) to be able to invest, and to view each other’s investments, you can accomplish that via our Team Members function. You and your family member(s) will each need to have your own AngelList account to use this function. Note that you CANNOT invest on behalf of a family member unless they grant you this permission using our Team Members function. 

 

Account For Your Company

Credentials

Please be sure to use a company email address. Ideally, the person setting up this account should be the company’s Control Person. Your password should NEVER be shared with anyone.

Team Members

If you are setting up a company account, you may want coworkers to be able to access it. You may want notifications to go to a company distribution list. You can accomplish both of these using our Team Members function. Each email address you want to grant access to will need its own AngelList account. We strongly recommend adding at least one Team Member to your company account, as we are only able to discuss account specifics with Team Members, even if you are out of the office for an extended period, leave the company, or are otherwise unavailable for communications.

 

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