Investors can verify their accreditation status by following the steps spelled out in the Investor Dashboard. Simply create an account or sign in and select “Dashboard” on the top right hand corner of your screen. This should bring you to the “My Dashboard” section. Click on “Update your Investment Account,” and scroll down to “2) Accreditation Process.” Click on “Verify Accreditation” and begin the investor verification process from there.
There are many methods to qualify as an accredited investor, including providing supporting documentation of your assets or income, providing a letter from a licensed professional certifying your status as an accredited investor, or allowing third-party vendors to verify your status as an accredited investor. In some instances, a detailed bio stating your source of wealth, employment history, and income may also suffice.
For trusts, LLCs and other entities, we are required to collect the relevant legal agreements to ensure you are legally permitted to direct investments.
For additional information about individual and entity accreditation requirements, please review the guidelines on the SEC website
or email us at firstname.lastname@example.org