How to order a verification
Affordable, professional verification for investors who need to prove accredited status for Reg D Rule 506(c) offerings — quick, confidential and cost-effective.
What you’ll need to start
- Your name
- An entity name, if you’re investing through one
- Your email address
- Payment by PayPal or a major credit card
Four steps to your verification letter
Most investors finish their part in just a few minutes.
Place your order
Enter your name, entity (if any) and email, and pay securely.
Answer a few questions
Tell us how you qualify — by income or by net worth.
Upload your evidence
Upload documents, or take photos from your phone or tablet.
Get your CPA letter
Once everything is received, expect a decision in 1–2 business days.
Secure and confidential
Verification means sharing sensitive information, so we built the process around privacy and security at every step.
- Upload from your computer, phone or tablet
- Handled by a licensed CPA bound by confidentiality duties
Prompt notifications
If everything is in order, you receive a CPA’s letter confirming your accredited investor status. If we need more information, we’ll email you — and you can track all your verification requests.
- Decision in 1–2 business days
- Email updates if anything is missing
Why the documents are required
Uploading evidence can feel like a chore, but issuers relying on Rule 506(c) must take reasonable steps to verify each investor. Providing supporting documents is what makes your letter reliable.
Ready to get verified?
$89 for income or net worth verification. Questions first? We’re happy to help.
Monday–Friday, 9 am–6 pm Pacific