Investment platforms, portals, deal rooms, and fund-admin tools: stop sending investors off-site to get accredited. Embed AccreditedNow and keep them in your flow — with a letter your deals accept, typically in 24 hours.
Start with a copy-paste badge or an in-site iframe today; go deeper with a self-serve REST API or a webhook when you're ready.
A copy-and-paste "Verify with AccreditedNow" button you drop onto any page. Routes your users into a co-branded verification flow tagged to you. No code, no setup.
A verification link carrying your name and logo, with a live dashboard that tags and tracks every investor who comes through your platform.
A verification-status webhook that notifies your system the moment a referred investor is verified — and, where you've enabled them, carries the investor's identity (KYC), sanctions/PEP screening, and, for entities, business-verification (KYB) results in the same payload, so your records reflect the full onboarding, not just accreditation. Plus a self-serve developer REST API to create and query verifications programmatically — start free at Get API access and generate keys in your dashboard. See the developer documentation, the REST API reference, and the webhook docs; native per-CRM connectors and full white-label are in early access.
One line of HTML, no build step. Drop in the Verify CTA to route investors into a co-branded verification tagged to your platform, or the live status badge to show a specific letter's real, auto-updating status. Replace YOUR-CODE with the tracking code we give you at signup.
Don't want to send investors off-site at all? Drop the verification inside your own page as an iframe. The flow renders chrome-free (no AccreditedNow nav or footer), co-branded to you, and the investor completes their CPA-signed verification without ever leaving your product. Your ready-to-paste snippet — with your firm's slug already filled in — is in your dashboard under Settings → Developer options.
Developers can start self-serve right now — create an account at Get API access and generate a key in your dashboard. Prefer a hand? A two-line note is plenty — we'll reply personally with the right fit (badge, iframe embed, co-branded link, or webhook) and your tracking code.
Check your inbox for a confirmation, and we'll follow up personally to scope the right integration and get you a tracking code.
You drop an embeddable Verify badge or a co-branded link into your product. When an investor taps it, they complete a CPA-signed verification in a flow branded to you, then return with a letter your deal accepts — typically within 24 hours. Every verification is tagged to your platform so you can track it.
No. The embeddable badge is copy-and-paste HTML you can add to any page today — no code, no setup on your side. A co-branded link works the same way, and you can embed the whole flow inline as an iframe so investors never leave your site. For a deeper connection, AccreditedNow has a self-serve developer REST API (create and query verifications programmatically; create a free account at Get API access and generate keys in your dashboard) and a signed verification-status webhook — all available now. See the REST API reference.
Yes. Alongside the badge and co-branded link, you can embed the full verification flow in your own page as an iframe — investors complete their CPA-signed verification without ever leaving your product. It's co-branded to you, hides AccreditedNow's own nav and footer, and carries the same tracking, seat-pack coverage, and optional identity / sanctions screening as the co-branded link. Grab the ready-to-paste snippet in your dashboard under Settings → Developer options.
Nothing to embed the badge or link. Investors pay for their own verification at partner pricing, or you can prepay seat packs so verification is free to your users through your branded link. We'll help you pick the model that fits.
Typically within 24 hours. A licensed CPA independently reviews each investor's information and issues a signed accredited-investor verification letter accepted for Regulation D Rule 506(c) offerings — not an automated score, but real professional sign-off, fast.
Yes. Every letter is signed by a licensed Certified Public Accountant, which is one of the third-party verification methods the SEC recognizes for Rule 506(c). Sponsors, funds, and issuers accept it as reasonable-steps verification of accredited status. It supports, but does not discharge, your own verification obligations under Rule 506(c).
Documents are uploaded over an encrypted connection, reviewed only by the licensed CPA, and auto-deleted on a fixed retention schedule. Investors verify in a flow branded to your platform, and you never have to store their financial documents yourself.
Yes. Alongside accreditation, each investor can complete a one-minute identity check (a government ID scan and a selfie) and be screened against global sanctions and watchlists (OFAC and international) and politically-exposed-person databases, with the results reviewed by the licensed CPA — a potential match flags the case for review, never an automatic decline. For entity investors, business verification (KYB) also confirms the entity in official registries and identifies its beneficial owners, and covered investors can be kept under ongoing monitoring for up to five years. Onboarding is included for every investor a sponsor covers through seat packs, at no extra charge, so a platform that prepays seats can have its investors accreditation-verified, identity-verified, and sanctions-screened in the same flow — with all of those statuses available on the verification webhook. Ask us to turn it on for your integration.
The badge and co-branded link route your investors into verification tagged to you, at partner pricing they pay. Seat packs mean you prepay a block of verifications so they're free to your users. Badge and link are copy-paste today; seat packs are billed up front. Compare on the Sponsors page →
Embed CPA-signed accredited verification in minutes — no build required. Start self-serve at Get API access, or tell us about your platform and we'll set up the right fit and your tracking code.