Clearinghouse User Guide

Getting Started: Buyer Account Application

Buyer Account Application

To gain full access to the details of a specific listing you must have an approved account with the Clearinghouse. This simple application takes less than 5 minutes to complete. Below is an example of the buyer account application and the types of information we collect during this process.

Contact Information

Your basic contact information is collected for obvious reasons. If you represent more than one entity in purchasing assets you will only need a single Clearinghouse account. Once your application is approved, you have the ability to create multiple company profiles. When submitting an offer you can choose on which entity's behalf the offer is submitted.

Contact Information

Personal Profile

Clearinghouse is required by the SEC and FINRA to ensure buyers are accredited investors - "Certain securities offerings that are exempt from registration may only be offered to, or purchased by, persons who are accredited investors". As such, this information is used by our application review team to verify that our buyers meet regulatory requirements as well to maintain a qualified audience of buyers for our sellers to market to.

Personal Profile

Acquisition Profile

In the final step before reviewing the application, Clearinghouse conducts a brief questionnaire to develop a buyer's acquisition profile. This information is used to provide targeted marketing of published offerings based on a buyer's specific interests.

Acquisition Profile

Application Review

At this stage in the application process your information is presented for your review. If you need to make any changes you can navigate to the related step and make the correction.

Application Review

Once reviewed simply digitally sign the application and click the Submit Application button. Our application review team will begin to process your application and may contact you directly if they encounter any questions. Although most applications are approved within a few hours, please allow up to 24 hours for processing.

Digital Signature
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