Accredited Investor Verification Service — Your CPA-Signed Letter, 100% Online
AccreditedNow is an online accredited investor verification service: a licensed CPA personally reviews your documents and issues your signed verification letter — built to the SEC's Rule 506(c) reasonable-steps standard, typically within 24 hours. No appointments, no meetings, no waiting weeks.
- ✓$99 one-time fee
- ✓Typically 24-hour turnaround
- ✓Reviewed by a licensed CPA
- ✓Accepted by Reg D sponsors
- ✓100% online — no meetings
- ✓Free re-issue within 90 days
Every letter is personally signed by a licensed, E&O-insured CPA — Christopher A. Smith, Indiana license CP12600077. A named professional, not an automated score.
Our guarantees: No-Risk Promise · Acceptance Guarantee
✓ Signed by a licensed CPA · Every letter publicly verifiable · Payments secured by Stripe
What is on the letter (5 things)
- 1Real, named CPA signature
Hand-signed by Christopher A. Smith, CPA — Indiana license CP12600077. A named person, not a stamp or an automated score.
- 2Basis of determination
States exactly which test you met — income, net worth, or professional license — under SEC Rule 501(a).
- 3Free identity & sanctions screening
Optional ID check plus a screen against 1,300+ sanctions and PEP lists, shown on the letter for smoother sponsor acceptance.
- 4Scan-to-verify QR
Any sponsor scans it to confirm the letter is genuine and current — without seeing a single financial detail.
- 5Portable or sponsor-scoped
Reuse one portable letter with any sponsor for 90 days, or scope it to a single deal — free re-issues either way.
Scan with your phone, or see exactly what a sponsor sees →
How does accredited investor verification work?
The entire process is completed online — no in-person meetings, no faxing documents, no waiting weeks for an appointment.
Pay Online
Secure payment via Stripe. $99 one-time fee. If we can't complete your verification on our end, you don't pay.
Upload Documents
Securely upload a government-issued photo ID plus your tax returns, W-2s, or financial statements. Encrypted end to end.
A Licensed CPA Reviews
A licensed CPA personally reviews your documents and contacts you only if anything's missing.
Receive Your Letter
Your signed verification letter arrives by email as a PDF — typically within 24 hours. Forward it to your investment sponsor.
The Smarter Way to Get Verified Online
7 reasons: speed, cost, security, free re-issues & more
Faster Than Hiring Directly
Typically 24 hours vs 1–2 weeks with a traditional attorney or CPA. Your file goes straight to a licensed reviewer.
Fraction of the Cost
$99 vs $300–$500+ hiring your own attorney or CPA. Same compliance, significantly lower cost.
Bank-Grade Security
Documents are encrypted in transit and at rest. Access is limited to your verification — and everything is purged 90 days after issuance.
SEC Rule 506(c) Compliant
Letters meet the "reasonable steps" verification standard required by Regulation D Rule 506(c) (17 CFR § 230.506(c)(2)(ii)). Accepted by sponsors nationwide.
Free 90-Day Re-Issues
Joining another deal within your letter's 90-day window? We re-issue it for the new offering at no charge — plus a renewal reminder before it expires.
No-Risk Promise
Cancel before review begins for a full refund. If we can't complete your verification for reasons on our end, you don't pay. And once review has begun, if it doesn't result in a letter, your fee becomes a one-year credit toward a future verification.
Free Verified-Identity Check
Every verification you order directly includes a sanctions screen at no extra charge. You can also verify your identity with a quick ID scan and selfie instead of uploading a photo ID; your signed letter then shows sponsors your identity was independently verified, which can make their onboarding smoother.
How much does accredited investor verification cost?
- ✓Licensed CPA review & signed letter
- ✓Typically 24-hour turnaround
- ✓Meets the SEC Rule 506(c) reasonable-steps standard — accepted by Reg D sponsors
- ✓Valid 90 days · free re-issues for additional deals
- ✓100% online — no appointments
- ✓Encrypted document handling & 90-day purge
- ✓Renewal reminder before expiry
Complex net worth (real estate, business or trust assets): $149 · Same-Day / Rush add-on: +$29 · Series 7, 65 or 82 license holders: $49 · Entities, trusts and funds: from $199. No hidden fees.
How do I qualify as an accredited investor?
Meet any one of these tests. A licensed CPA confirms it from the documents you upload — most people qualify on income or net worth.
| Qualification route | What it means | Documents a CPA reviews |
|---|---|---|
| Income | $200,000+ individually (or $300,000+ with a spouse) in each of the last two years, with the same expected this year. | The last two years of tax returns, or W-2s / 1099s. |
| Net worth | Over $1,000,000 in net worth, excluding the value of your primary residence. | Recent asset statements (brokerage, bank, retirement) plus liability statements. |
| Professional license | A current Series 7, 65, or 82 license in good standing. | Proof of your active license (e.g. FINRA BrokerCheck / CRD record). |
| Entity or trust | An entity with over $5,000,000 in assets, or whose equity owners are all accredited. | See entity & trust verification → |
Documents Required for Online Verification
Upload documents for one qualification method below. Most people use tax returns — they're the easiest and most reliable.
Show the documents for each route
Income Qualification ($200K / $300K joint)
- Federal tax returns — last 2 years
- W-2 or 1099 forms — last 2 years
- Employer letter (optional)
Net Worth Qualification ($1M+)
- Bank statements — dated within the last 30 days
- Brokerage account statements
- Retirement account statements
- Other asset documentation
Professional License (Series 7 / 65 / 82)
- Copy of active FINRA license
- FINRA BrokerCheck confirmation
Frequently Asked Questions
Is an online accredited investor verification letter legally valid?
Yes. Our verification letters are issued by licensed CPAs and meet the SEC Regulation D Rule 506(c) "reasonable steps" verification standard. Reg D investment sponsors accept a CPA-signed letter as third-party verification of accredited status.
How is this different from verifying directly with my own attorney or CPA?
The legal outcome is identical — a signed letter from a licensed professional. The difference is speed and cost. Our letters typically arrive within 24 hours for $99, compared to 1–2 weeks and $300–$500+ when working with a professional directly.
How fast will I get my verification letter?
Most letters are issued within 24 hours of receiving complete documents, and nearly all within one business day. Need certainty for a closing? Same-Day / Rush Delivery is an optional $29 add-on at checkout — your letter is issued within 6 business hours of your complete document upload, or the $29 add-on fee is refunded.
How long is the verification letter valid?
90 days from the date of issue, consistent with SEC safe harbor rules for Rule 506(c) offerings. Joining another deal within your 90-day window? We re-issue your letter for the new offering at no charge — and we send a renewal reminder 15 days before it expires.
What happens if I don't qualify?
If the licensed CPA reviews your documents and determines you do not currently meet the SEC's accredited investor criteria, the fee covers that completed review and is not refunded in cash — instead it is held as a credit toward a future verification for one year, redeemable once you qualify.
Are my financial documents secure?
All documents are encrypted in transit using TLS and encrypted at rest using AES-256 encryption. Access is limited to your verification — the assigned licensed CPA, an automated review step that prepares their work paper, and our team only as needed to resolve an issue with your case. Documents are permanently deleted 90 days after your letter is issued.
Does my verification include identity verification or AML screening?
Yes, at no extra charge. Every verification you order directly includes a sanctions and politically-exposed-person (PEP) screen against OFAC and global watchlists, and everyone provides a government-issued photo ID. You can also choose a quick automated identity check — an ID scan and a selfie on your phone — instead of uploading the photo ID yourself; your CPA-signed letter then notes that your identity was independently verified. Either way, your accreditation letter is issued the same way.
How much does accredited investor verification cost, and are there any additional fees?
A standard individual verification is a one-time $99. If your net worth involves real estate, business equity, or entity- or trust-held assets, a complex net-worth review is $149. An optional Same-Day / Rush add-on ($29) issues your letter within 6 business hours of complete documents, or the add-on fee is refunded. Holders of an active FINRA Series 7, 65, or 82 license verify for $49 with no income or asset documents. Entity, trust, and fund verification starts at $199. There are no hidden fees - the price you select at checkout is the price.
How do I get started?
Go to AccreditedNow.org/start-verification, enter a few details, and pay the one-time fee securely via Stripe. You then upload a government-issued photo ID plus your income, asset, or license documents, and a licensed CPA reviews them and emails your signed verification letter, typically within 24 hours.
Do I need to check my status first?
It's optional. If you'd like to confirm you likely qualify before paying, our free 30-second status check will tell you. If you already know you qualify, proceed directly to verification.
Verification for your situation
The same $99 CPA-signed letter, tailored to how you invest:
Ready to Get Verified Online?
Join investors nationwide who use AccreditedNow to unlock access to private equity, real estate syndications, and venture capital deals.
Get Verified — $99