An Investor's accreditation status can be updated in a few ways (a video demonstration of each is below):
A Sponsor receives an accreditation verification letter and uploads a copy to the Investor's Account.
An Investor uploads an accreditation verification letter through the Investor Portal.
An Investor completes an automated Investor accreditation through the Investor Portal.
When the accreditation certificate is received, the certification will typically have a 90-day expiration date on it. The Accreditation is typically good for 5 years if there are no material changes to the investor's status.
If the investor invests again within the 90-day window, the system will not require the investor to re-certify or to self-attest. This applies to an additional investment in the same capital raise, as well as to investments in new capital raises.
If the 90-day window has passed, but the 5 years have not passed, the investor will be required to self-certify to attest that no material changes have occurred that would affect their accreditation status.
Option 1. A Sponsor receives an accreditation verification letter and uploads a copy to the Investor's Account.
Option 2. An Investor uploads an accreditation verification letter through the Investor Portal.
Option 3. An Investor completes an automated Investor accreditation through the Investor Portal.
*** At this time, our new Accreditation Verification feature is powered by ACCREDD! Any questions or concerns about your investor's pending verification status? Reach out to our support team at support@investnext.com for assistance.
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