How to get Started
Create a Free Account
Go to investgrade.com
Click ‘Create a Free Account’ on the homepage
Enter Your Personal and Company Information
Verify Your Email
Open your email inbox
Open the investGrade email
Click ‘Set up Account’
You are now verified
Set Up Your Password
Secure Your Account (2FA)
Enter your phone number
Click ‘Call Me’ or ‘Send Code’
Enter 6-digit code received from call or SMS
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.