1031 Investment Identification Rules | Perch Wealth Investments

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01 IRS Compliant

Once you submit your name and email, we'll take you to a secure page for compliant input.

02 Fully Secure

You'll receive a secure passcode which will serve as your digital signature for ID purposes.

03 Easy to Use

Access the ID Wizard from anywhere at any time from a computer, tablet or smartphone.

1031 Identifcation Rules

01

ID within 45 days

You only have 45 days from your closing to identify replacement properties.

02

Pick your ID rule

See the ID rules here or ask your Perch Wealth reprsentative for assistance.

03

Submit name, email

Send us your name and email and we'll send you a private link with a secure passcode.

04

ID with the Wizard

Identify using the Wizard and select to whom you want to email your Identification in PDF form.

Making your 1031 identfication painless

Using our Perch ID Wizard

Welcome to the online identification process. We built this online wizard with Fyntex as a convenience for Fyntex Exchangers which allows them to complete the process in these simple steps:

STEP 1 - Enter Name and Email in the form below

STEP 2 - In return, you'll receive a page link and login credentials

STEP 3 - Login and complete the online Identification form

STEP 4 - To identify to Fyntex, enter [email protected] email address

STEP 5 - Fyntex will receives and archive the verified form

Fill in your information in the form and we'll send you a private link and passcode for using the wizard.