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A few details so your CPA knows who you are and how you qualify. Documents are uploaded after payment.

Accredited Investor Verification
Licensed CPA review · letter typically within 24 hours
$99
What's this?
This is completely optional. If you check it, we may share your contact info with our vetted investment partners so they can reach you about opportunities by phone, text, or email, and you can opt out anytime. If you leave it unchecked, we will never share or sell your information with anyone. See our Privacy Policy.
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Our guarantees
The No-Risk PromiseIf we can't complete your verification for any reason on our end, you don't pay. And if your CPA can't confirm you qualify, you keep our Accredited Investor Roadmap free plus a full credit toward re-verification any time in the next 12 months.
The Acceptance GuaranteeIf your sponsor, platform, or fund administrator won't accept your letter, we revise it or re-issue it free until they do.

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This fee covers a licensed CPA's independent review of your documents. It is non-refundable once review has begun, including if the CPA determines you do not meet accredited-investor criteria. See our Terms.

Licensed CPAsIndependent professionals, not an algorithm
~24 hoursMost letters issued within one business day
EncryptedTLS in transit, AES-256 at rest, deleted at 90 days

Not sure whether you qualify? Take the free 3-minute status check first →