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Start your verification

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

Who are we verifying?
Accredited Investor Verification
A CPA-signed letter your sponsor or platform will accept · usually within 24 hours
$99
Signed by a licensed CPA Most letters within ~24 hours Every letter publicly verifiable
Entity verification is quoted by structure. Ownership, the qualifying test, and the number of entities all change what your CPA has to review, so each engagement is priced individually rather than at a flat rate. Tell us about the entity below and you'll have a firm, all-in quote by email — usually within one business day. Nothing is charged until you approve it.

Enter your full legal name exactly as it appears on your subscription documents — this is the name your licensed CPA prints on your verification letter.

Do your qualifying assets include real estate, business equity, or assets held in an entity or trust?

Multi-asset portfolios take additional CPA review time to verify valuations and liabilities.

Not sure which applies to you? Take the free 30-second check first.

What kind of structure is it? *
Your quote covers every entity listed here.
Owners to verify *
List every equity owner. Each gets their own private link to upload income or net-worth documents — nobody's financials pass through anyone else. Pricing is $99 base + $79 per owner; we'll email your all-in quote.
Qualification basis: more than $5,000,000 in total assets for an LLC, corporation, partnership or trust — the whole balance sheet, not just the investment accounts. A few less common structures are measured on investments instead; your CPA applies whichever test fits the entity. Confirmed from the entity's financial statements, brokerage statements, or an accountant's letter.
Documents received — thank you.

No documents to send now. Once you approve your quote, your secure upload page shows exactly what your CPA needs for your structure — usually a current balance sheet with a signed affidavit, plus proof of value. Account statements should be dated within the last 30 days.

Confidential — only your assigned CPA sees your documents, and they're deleted 90 days after your letter is issued.

Optional, free: add an identity + Sanctions/PEP screen to your letter for stronger sponsor acceptance. Choose it during upload.

Saving your details…

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Our guarantees
The No-Risk PromiseCancel any time before our CPA begins your review for a full refund, including any rush fee. If we can't complete your verification for reasons on our end, you don't pay. And once review has begun, if it doesn't result in a letter, your fee becomes a credit toward a future verification for one year and you keep our Accredited Investor Roadmap free — so you're never out the fee for finding out where you stand.
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.

This fee covers a licensed CPA's independent review of your documents. It is fully refundable before review begins and non-refundable as cash once review has begun; if the review does not result in a letter, your fee is held as a credit toward a future verification for one year (and you keep the Accredited Investor Roadmap free). Cases needing extensive documentation (such as a detailed net-worth review across many accounts) may require a modest additional fee, which we quote for your approval before any extra work. See our Terms.

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Quote request received

Thanks — your assigned licensed CPA will review the details and we'll email you a quote, usually within one business day.

Once you approve it, you'll receive a secure Stripe invoice to pay online, and your verification begins right away.

Nothing has been charged.

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 30-second status check first →