This article will assume that you already have an investor account created. If you haven't created an investor account yet, learn how to do so here.

Let's get started!

1. Head to your dashboard and updated your investor status

2. Download the investor certificate (in Australia this is the s708 document), unless you have a similar document that has been completed within the last 18 months.

3. Ask your accountant to fill it out and upload the completed certificate to your dashboard.

To become an Accredited Investor (also known as an eligible, qualified, sophisticated or wholesale investor) you need to satisfy your country's requirements pertaining to wealth and/or knowledge of investing. Read this article to see if you qualify. If you're not from Australia or New Zealand and are confident you satisfy your countries requirements, please get in contact with us at contact@equitise.com or via our live chat function.

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