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Accreditation: How To Resubmit Documents
Accreditation: How To Resubmit Documents

How to review feedback and resubmit documents for a second review.

Heran avatar
Written by Heran
Updated over 5 months ago

Step-by-Step Instructions:

STEP 1: Log into your Investor Portal. Click on the 'Accreditation Required' button for a specific investment:

STEP 2: Review the feedback. Then click on 'Verify Accreditation' to proceed:

STEP 3: Select the relevant option, typically option B"

STEP 4: Click 'Verify Accreditation':

STEP 5: Select the tab of the Accreditation standard that you meet (Income, Net Worth, Other). Then submit all relevant documents:

Note: Only successful Accreditations will be charged.

NOTE: If your Accredd application is rejected, you will receive an email stating the reason and a link to retry your verification.

Please contact us at support@investnext.com if you have any additional questions.

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