Online Accredited Investor Verification

Simple process

How Our Online Verification Works

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, 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.

Why AccreditedNow

The Smarter Way to Get Verified Online

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. Only your assigned professional has access — 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). 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

If we can't complete your verification for reasons on our end, you don't pay. If the CPA can't confirm you qualify, you keep the Accredited Investor Roadmap free plus a full credit toward re-verification within 12 months.

What you need

Documents Required for Online Verification

Upload documents for one qualification method below. Most people use tax returns — they're the easiest and most reliable.

Required for everyone: a government-issued photo ID — driver's license, passport, or state ID.

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 — within 90 days
Brokerage account statements
Retirement account statements
Other asset documentation

Professional License (Series 7 / 65 / 82)

Copy of active FINRA license
FINRA BrokerCheck confirmation

Common questions

Frequently Asked Questions

Is an online accredited investor verification letter legally valid?

Yes. Our verification letters are issued by licensed CPAs and are fully compliant with SEC Regulation D Rule 506(c). They meet the "reasonable steps" verification standard and are accepted by Regulation D investment sponsors nationwide.

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 meet the SEC's accredited investor criteria, the fee covers that completed review and is non-refundable. As a courtesy, we send you our Accredited Investor Roadmap guide and toolkit free to help you work toward qualifying.

Are my financial documents secure?

All documents are encrypted in transit using TLS and encrypted at rest using AES-256 encryption. Only your assigned licensed professional has access. Documents are permanently deleted 90 days after your letter is issued.

Do I need to check my status first?

It's optional. If you'd like to confirm you likely qualify before paying, our free 3-minute status check will tell you. If you already know you qualify, proceed directly to verification.

Get Your Accredited Investor Verification Letter — 100% Online