Create a New Investment on Your Own

Investments or DOIs (Directions of Investment) allow you to allocate your funds to investments of your choosing.

All Investments require documentation regarding the nature of your investment and approval. 

Create Investment or DOI

1. Log in to your Account

2. Select Invest (DOI)

3. Select New Investment

4. Answer What is this DOI for? by selecting your Investment Type

• Loan - Secured/Unsecured Loan
• Real Estate - Property/Land
• Invest In A Company (PPM) - Fund a Private Placement
• Metals - Gold/Silver
• Fund a Company (ICO) - Checkbook IRA
• Withdrawal - Distribute Funds
• Other - Investment not listed
• Vendor Fee - Pay a Vendor
• Crypto - Cryptocurrency

5. Select Next

6. Provide a brief Description of the investment

7. Select Next

8. Insert the Vendor - Name of Investment

9. Insert How Much is your Investment - Amount you wish to invest

10. Select How Would You Like To Fund The Investment? -

• For Wire:
  • • Bank Name
    • Account Holder Name
    • Account Number
    • Routing Number
    • Wire Information (FFC/FBO) -  FFC(For Further Credit) or FBO(For Benefit Of)
• For Check:
  • • Company Name
    • Street Address
    • City
    • State
    • Zip Code
    • Carrier - (USPS/Fed EX) 
      • *Note - USPS Standard may take 10 to 14 business days to deliver
      • *There are associated shipping costs based on the selected method
    • Handling Notes - If you request express shipping, you must state that you agree to the shipping fees in Handling Notes

11. Select Next

12. Provide supporting documentation for investment
Please use the following link for detailed investment document instructions : Investment Documents Instructions

13. Once your investment documents have been uploaded, select Next

14. Select Review 

15. Review the Investment Details - Make any necessary corrections or edits

16. Select Submit

You should now see the Investment Status as In Process which mean you have created an Investment!

Investment Status should update from In Process to Approved and then Completed within 3-5 business days.

• If you see an Investment has been placed in an On Hold For Corrections status, please click on the investment and scroll down to the Notes - This will let you know what may need to be fixed to complete the investment
  • • To make corrections  to the DOI, select the 3 Dots located on the far right hand side of the investment and select Edit DOI

• • Edit the investment and select Next, then select Update

• Once all docs are rcvd, our office will review them and work to Approve and Complete the Investment. Please review your account for status updates regarding your investment submission.

If you have issues creating or editing an investment after following the steps above, please contact our Customer Support Team at support@aetrust.com or click the Help button to chat with us now.