For Investors For Sponsors & Funds Entity Verification How It Works Guides Free Quiz Sponsor Dashboard
For Real Estate Investors

Accredited investor verification for real estate syndications

Your syndicator or private real estate fund asked for proof you are accredited. A licensed CPA reviews your documents and issues the letter they need — typically within 24 hours, for $99. One letter works across every 506(c) deal you join for 90 days.

CPA-signed letter Reusable across deals for 90 days LLC & trust verification available

Why your syndication asks for it

Most real estate syndications and private funds raise under Regulation D Rule 506(c). That rule lets the sponsor advertise the deal publicly — but in exchange, the sponsor must take reasonable steps to verify that every investor is accredited. A checkbox where you self-certify is not enough under 506(c), which is why your sponsor is asking for third-party proof rather than taking your word for it.

A written confirmation from a licensed CPA is one of the methods the SEC recognizes for this. That is exactly what an AccreditedNow letter is: an independent, licensed professional confirms your status, and your sponsor keeps the letter as evidence of the steps they took.

You hand your syndicator the letter — not your tax returns or account balances. Your financials are seen only by your assigned CPA and are permanently deleted 90 days after your letter is issued.

How to get verified

From upload to letter, usually within a business day.

1

Start online

Answer a few questions and choose income or net-worth verification — whichever fits your situation.

2

Upload securely

Send your documents through the encrypted portal. Only your assigned CPA sees them.

3

CPA reviews

A licensed CPA reviews and signs your letter — typically within 24 hours of complete documents.

4

Send it to your sponsor

Get a signed letter plus a public certificate your sponsor can verify. Reuse it across deals for 90 days.

Get Verified — $99

Common questions

Why does a real estate syndication require accredited investor verification?
Most syndications and private real estate funds raise under Regulation D Rule 506(c), which lets them advertise the deal but requires the sponsor to take reasonable steps to verify each investor is accredited. A self-certification checkbox is not enough, so sponsors ask for third-party verification such as a licensed CPA's letter.
Can I reuse one letter across multiple deals?
Yes. Your letter is issuer-agnostic and valid for 90 days, so you can use it for any Rule 506(c) offering during that window. If you join another deal within 90 days, we re-issue it for the new offering at no charge.
I invest through an LLC or trust — can you verify the entity?
Yes. Entity verification starts at $199 and covers LLCs, trusts, and other entities, including the $5 million asset test used by many real estate investing entities. See entity verification.
How fast can I get verified before a closing?
Most letters are issued within 24 hours of complete documents. If your closing is tight, the optional Same-Day / Rush add-on issues your letter within 6 business hours of your complete upload, or the add-on fee is refunded.
How much does it cost?
$99 for an individual verification. Entity verification starts at $199. Some sponsors prepay verification for their investors — if yours does, you verify at no cost through their branded link.

Get verified for your next deal

A licensed CPA issues your accredited investor letter — typically within one business day, for $99, and reusable across every 506(c) deal for 90 days.

Get Verified — $99

Related pages

Verification for funds, SPVs & startups  ·  Sponsor seat packs