Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.
An Investor's Accreditation status can be reviewed from the Accounts section in your InvestNext Sponsor Portal.
Step-by-Step Instructions:
STEP 1: Click on 'Accounts' in the Main Menu. Then select the investing account for the respective investor:
STEP 2: Click on the 'Accreditation' tab:
STEP 3: Click on the status of the respective accreditation to open the details panel. View the verification "Comments" provided to the investor:
NOTE: If an investor's Accredd application is rejected, they will receive an email stating the reason and a link to retry their verification and only successful Accreditations will be charged.
Investor Portal POV:
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