During the investment process, you may be required to affirm that you are an accredited investor. Different offerings may require different levels of proof, and may have different methods to provide that proof. Review instructions carefully while you go through the investment process. You can view your accreditation status by going to your Investor Dashboard.
To get to your Investor Dashboard, click Menu in the top navigation menu and select Dashboard.
Scroll down until you see Accreditation.
The Accreditation section of your Investor Dashboard provides you with important information about your accreditation request. It includes the:
- Method (Self Accreditation, VerifyInvestor)
- Profile (Individual, Entity, or Custodian)
- Expiration Date
- Status (Approved / Denied)