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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 ready for your sponsor or platform
$99
Signed by a licensed CPA Most letters within ~24 hours Every letter publicly verifiable

The $99 covers a standard individual verification. Complex net-worth or entity cases may need a small add-on for extra CPA review — always quoted for your approval first.

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.
We'll text you when your letter is ready. Msg & data rates may apply; reply STOP to opt out.
To reach $1M (excluding your home), do you need to count real estate equity, a business, or assets held in an entity or trust?

Choose No if your cash and investment accounts alone already clear $1M. Choose Yes only if you need real estate, a business, or entity/trust assets counted — those take extra CPA review.

$49 for a verification letter signed by a licensed CPA — the same letter your deal sponsor relies on for a Reg D 506(c) offering. Because your Series 7, 65, or 82 license is itself a qualifying credential under SEC rules, your CPA confirms it is active and in good standing through FINRA/SEC — so there are no income or asset documents to gather. After payment, you'll complete a quick identity check and enter your CRD number.

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

What kind of structure is it? *
Your price covers up to 2 entities; each additional entity is $59.
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 — your documents stay within your verification and are deleted 90 days after issuance.

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Our guarantees
The No-Risk PromiseCancel before review for a full refund — and if we can't complete it on our end, you don't pay. If review begins but yields no letter, your fee becomes a one-year credit.
The Acceptance GuaranteeIf your sponsor, platform, or fund administrator needs your letter revised to meet their format or documentation requirements, we revise or re-issue it free until it does.

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. 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 →