Your status will be valid for 5 years from the date you are verified on our platform. For example, if your accreditation is approved on March 15, 2025, it will be valid through March 15, 2030.
You can check for how long your accreditation is currently valid by logging in and going to your investor accounts page.
There are a few special circumstances below, please read carefully:
Verifying via third-party: If you verify your accreditation status via a third-party letter, your status will be valid for 5 years from the date your letter was officially signed. If an expiration date is specified in the letter, your status will expire on that date.
Verifying via CRD number: If you are verifying your accreditation based on your Series 7, Series 65, or Series 82 license, your license must be in good standing at the time of verification to be valid for the 5-year period. Please note that your status will expire at the time your license is no longer in good standing.
Once your accredited investor status has been verified, we will require a written representation from you for each investment made within the 5 year period. However, if we become aware of any conflicting information, we will not be able to rely on the written representation and your status will no longer be valid.