How to Invest in Percent?

Here’s a quick guide to help you get started with investing:

Simple Steps to Invest

Find a Deal

• Browse available opportunities and click on a deal name to view its details

Start Your Investment

• Look for the "Invest in This Deal" button in the upper right corner of the deal page and fill out your investment terms

Set Your Terms

• Minimum Rate: The lowest coupon rate you’re willing to accept

• Amount: The dollar amount you want to invest

• (Optional) Set a minimum investment amount if desired

Complete the request

• After filling out the form and clicking on submit request, you’ll be directed to a new page to fill out your personal information through a few pages until you get a confirmation message

Key Tips

Selecting the lowest coupon rate in the range increases your chances of being allocated to the deal. If the deal closes at a higher rate, you’ll receive that higher rate. Not specifying a minimum investment amount can also increase your chances of participating in a note, especially if the deal is oversubscribed.

For a visual walkthrough, check out our guide: How to Invest in Percent.

If you want personalized help, our team would be happy to schedule a quick call to assist you further.