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How do I get started?

How to sign up, verify your identity, and complete your investment profile to access Hill opportunities.

Andrew Benson avatar
Written by Andrew Benson
Updated over a month ago

Welcome to Hill! To access investment opportunities, you'll go through a quick, secure onboarding process. Here’s what to expect:


Step 1: Create Your Account

Sign up using your name, email, and by creating a strong password. Once you’re in, you’ll be asked a few questions to verify your identity and confirm your eligibility to use Hill's platform.


Step 2: Fill Out Your Profile

The onboarding process includes three steps to verify your eligibility and make sure we’re meeting regulatory requirements — here's why we have to do that.

1. Identity Verification

  • We partner with Plaid to securely verify your identity.

  • Follow the prompts to complete the check — you may be asked to upload a photo ID.

  • Once you submit your information, you will either see:

    • Verified: Your identity is confirmed automatically, and you’ll move on to the next steps!

    • Profile Under Review: We’re doing a final check, so hang tight! We'll reach out to you within 24 hours. We may need to ask you a few additional questions to confirm your identity.

2. Accreditation Check

To access Hill's investment opportunities, you must qualify as an accredited investor. To determine your status, we’ll ask a few questions. This might include:

  • Your net worth (excluding your primary residence)

  • Your income (individually or jointly)

  • Any professional licenses you hold

3. Suitability Assessment

Next, you’ll answer a short set of questions that will help us assess if the opportunities on the platform meet required suitability standards for your profile:

  • Your risk tolerance

  • Your investment timeframe

  • Your investment experience

  • How important liquidity is to you


What happens after onboarding?

Once you complete the Identity Verification, Accreditation, and Suitability sections, you'll immediately see one of two outcomes:

  • Access granted: You’ll be taken to your dashboard!

  • Not eligible: If you don’t currently meet regulatory requirements, you’ll see a message explaining why you’re unable to invest at this time.


💡 Common Questions

Q: Why do I see "Requirements Not Met"?
It usually means you didn’t meet the accreditation or suitability criteria based on your answers. You can read more about the regulatory requirements here.

Q: I'm stuck on Identity Verification. What should I do?
Try again as prompted. Plaid will guide you through the steps. If you have any issues, you can always reach out to us by contacting support.

Q: What does "Being Reviewed" mean?
It means our team is manually reviewing your information. We’ll get back to you within 24 hours!

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