Service

Accredited Investor Verification

at Flex Tax and Consulting Group · San Francisco

Details.

Self-verification service for investors seeking to prove accredited investor status. The process includes creating an investor account, providing a name, entity name if investing through an entity, and email, answering qualification questions, and uploading evidence supporting the answers. Verification is typically completed in 1 to 2 business days after all necessary information is uploaded. Successful verification includes a CPA's letter certifying accredited investor status under federal law requirements.

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