Your firm
A quick one-time step so we can turn on your shareable investor link and investor emails. Buying seats and setting up your dashboard don't need this — verification only unlocks sending real investors through your branded link.
This is your branded link — it activates once your firm is verified. Complete Verify your firm above to start sharing it with investors. You can preview exactly what they'll see below.
Investors you've invited plus anyone who's used your link, with their live status. Add more with the box below.
Export verification roster (CSV) Download full compliance packet (PDF)| Investor | Status | Identity & AML | Date | Rush | Letter | Record |
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Emailing investors unlocks once your firm is verified. Complete Verify your firm above to turn this on.
Add the investors you're inviting. They'll appear above as Invited so you can track who hasn't finished. Inviting doesn't use a seat — a seat is only used when someone completes verification. Tick Rush to put an investor on expedited turnaround; the rush add-on (0.30 of a seat) is only drawn when they actually complete their verification.
Paste your investor list (one per line) or upload a CSV. We pull out each email — email, Name, email, or First, Last, email all work, and a header row is fine.
These apply to every investor you cover — whether they come through your shareable link or an invite you send. Screening is included; rush draws a fraction of a seat, and only when a verification actually completes.
Never run out of seats. Keep a card on file and we'll automatically buy another pack when your balance runs low. You choose the trigger level and the pack size, and you can turn it off anytime.
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Branding & profile — optional, click to expand
Add your logo, brand color, and a few details so your investors see a co-branded verification page — and your letters can carry your deal name. Everything here is optional.
Get emailed about the investors you refer. Notifications are sent to your email on file and only cover investors who authorized sharing their verification with you.
Team access
Give colleagues their own access to this dashboard. Each person gets a private link emailed to them, and you can remove anyone's access at any time. Team members can do everything except manage the team.
Developer options — webhooks & API keys, optional
Use these to push verification results into your own systems, or build directly against our REST API.
Push verification events into your own system as they happen — we send signed events (verification.started, completed, declined, expired, and letter.reissued) to your HTTPS endpoint. Payloads & how to verify signatures →
Failed or down? Fix your endpoint, then Resend any delivery — your receiver dedupes on the delivery id, so a resend is safe.
Create and read verifications programmatically with the REST API →. A key authenticates your server as this firm and only ever accesses your own verifications. Treat it like a password and use it server-side only.
Who pays sets this key's default (we pre-select the one that fits your account): We pay (seats) covers each verification from your seat balance; Investor pays charges the investor at checkout instead (nothing needed from you, and no seat is used). You can override per request with the billing field, and change it by issuing a new key. Access: Full access can create verifications and download consent-shared letters; Status only can only list and read verification status (useful for a reporting or CRM sync that should never start a verification or fetch a letter). Test keys (sk_test_) run against the sandbox — they never create a real verification, spend a seat, or charge anything, so you can build and test before going live. By generating a key you agree to our API Terms of Service.
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Render your verification flow right inside your own page with an iframe — investors stay on your site instead of being redirected. Paste this where you want it to appear.
Give the iframe room to grow (we default it tall), and test it on a staging page first — document upload and the optional ID check run inside the frame.
We have a native Zapier app that connects AccreditedNow to your CRM, Google Sheets, Slack, and 8,000+ other tools — no code. When an investor is verified, Zapier can stamp Accredited ✓ with the certificate ID and expiration onto their record, auto-file the signed CPA letter to your compliance folder (when the investor shares it), and ping your team in Slack. It can also flag a letter the day it expires so you can prompt a renewal, surface a declined case for follow-up, and start a new verification straight from your CRM.
It's in private beta — request an invite and we'll send you the private connect link. You'll authenticate it with an API key from above.
Questions or need help? Email Contact us — we usually reply the same business day.