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Upload Your Verification Documents

Your payment has been received. Please upload your financial documents below so our licensed attorney or CPA can begin your verification.

1

Which Documents Do I Need?

Upload one or more of the following documents. Our licensed attorney or CPA will use these to verify your accredited investor status. You only need documents for one qualification method.

W-2 or 1099 forms — last 2 years (income qualification)
Federal tax returns — last 2 years (income qualification)
Bank or brokerage statements showing assets (net worth qualification)
Investment account statements — dated within 90 days
Active FINRA Series 7, 65, or 82 license copy (license qualification)
Existing attorney, CPA, or RIA letter (if you have one)
💡 Not sure what to upload? Your two most recent tax returns or W-2s are usually the easiest documents and sufficient for income-based qualification.
2

Upload Your Documents

All files are encrypted in transit and at rest. Only your assigned licensed attorney or CPA will have access.

📤

Click to upload your documents

PDF, JPG, or PNG — up to 25 MB per file — up to 10 files

You can also upload from Google Drive or Dropbox

3

Your Contact Details

So your assigned licensed attorney or CPA can reach you with any questions and deliver your letter.

4

What Happens Next

Within 1 business day

A licensed attorney or CPA is assigned to your case and contacts you to confirm receipt of your documents.

2–3 business days

Your licensed attorney or CPA reviews your documents and may request additional information if needed.

3–5 business days

Your signed, dated attorney or CPA verification letter is emailed to you in PDF format — accepted by all Reg D issuers.

Valid for 90 days

Your letter is valid for 90 days from the date of issue. We'll remind you before it expires.

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🔒 Your documents are encrypted and only accessible by your assigned licensed attorney or CPA. We never share financial documents with third parties. Documents are deleted 90 days after your letter is issued.

✅

Submission Received!

Thank you — your documents have been securely submitted. A licensed attorney or CPA will be in touch within 1 business day to confirm receipt and begin your verification.

📧 Check your email for a confirmation from info@accreditednow.org
📞 Your licensed attorney or CPA will contact you at the phone number provided
⏱ Your letter will be delivered within 3–5 business days

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