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Advisor Sign Up

Step-by-step instructions on how to Sign Up as an Advisor for investGrade

Updated over 8 months ago

How to get Started

  1. Create a Free Account

    1. Go to investgrade.com

    2. Click ‘Create a Free Account’ on the homepage

    3. Enter Your Personal and Company Information

  2. Verify Your Email

    1. Open your email inbox

    2. Open the investGrade email

    3. Click ‘Set up Account’

    4. You are now verified

  3. Set Up Your Password

  4. Secure Your Account (2FA)

    1. Enter your phone number

    2. Click ‘Call Me’ or ‘Send Code’

  5. Enter 6-digit code received from call or SMS

  6. Welcome!

Embrace the capabilities of investGrade to transform your advisory services and provide superior financial solutions to your clients.


If you're are currently using Leafhouse as your 3(38) service provider, your data will already be imported into the system.

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