How do the Tribevest profiles work?

Now it’s easier than ever to segment Tribes by how you choose to invest.

Tribevest created Profiles to make it easier to do business in your Tribes as an entity, trust, SDIRA, or individual. Each profile comes with it's own Wallet (or bank account) to easily fund and receive distributions into the appropriate accounts. 

Profiles are currently managed at the user level. If you login to your personal dashboard, you'll see the list of Tribes you are a part of according to which profile you are in.

First things first, everyone will have an individual profile. This is part of our process for KYC (know your customer) checks with our banking partner. You cannot remove your individual profile. 

When you've selected a profile, your personal dashboard will display the list of Tribes associated with that profile.

Please do not create multiple Tribevest usernames and passwords to login. This is why we created Profiles! To make it easy to switch how you want to represent yourself with one login. 

How do I find my different Profiles?

To navigate to your different profiles, within your Personal Dashboard simply locate your name in the upper right-hand corner. You will find a new option to select a profile in the dropdown menu. If you've already created additional profiles, you'll see them listed here. Once you have chosen a profile, your personal dashboard will display the list of Tribes associated with that profile.

If you do not see the Tribe that you would like to associate your profile with, please reach out to support@tribevest.com to connect that Tribe to your Profile. 

How do I create a new Profile? 

Go to upper right hand corner of your Personal Dashboard and click the dropdown. You'll see "Profiles." Hover over it and click "Create New."  This is where you can create and manage your profiles. Once you have chosen a profile, your personal dashboard will display the list of Tribes associated with that profile.

Profiles include: 

• LLC

• SDIRA
• Revocable Trust (No EIN)
• Irrevocable Trust (Requires EIN)

You will need the following information to create a new profile (please make sure you have all of this information available before creating a profile): 

How do I edit my Profile? 

To edit a Profile, make sure you are in the profile you want to edit, first. 

Then go to the top right drop down in your personal dashboard and select "Manage Account." 

You'll be able to edit the following: 

Edit Display Name: You can edit the way your profile is displayed in the dropdown

Profile Photo: You can upload an image to use for your profile to distinguish it 

Beneficial Owners: If you have multiple owners of an entity, you will be able to add their information if they own 25% or more of an LLC. 

You will need to include the following information for Beneficial Owners:

• First Name
• Last Name
• Email Address
• Phone Number 
• DOB
• SSN
• Address
• Equity Stake

I am missing required information for my profile, what do I do? 

If you are seeing this you need to provide Tribevest will additional information for our banking partners. 

If you are being prompted to upload documents, you will not be able to do so.

Please send the documents required to support@tribevest.com along with the name of your Profile and we will help you. 

I don't see my Tribe listed when I choose the Profile I want to use, what do I do?

If you are already in a Tribe and create a new profile, you will need to view your tribe as the profile that is already a member. Once viewing the tribe, you can click your name or image in the upper-right corner, select "Reassign Membership" and then follow the prompts to select the new profile you wish to use.