Where do my investors get investor accreditation letters?
Fund managers must first decide if you want to pay for investor accreditation letters or if you prefer to have the investor pay the cost of the letter themselves.
Avestor provides fund sponsors the following options for investor accreditations if the fund manager wants the fund to pay. The verifications are considered a fund expense and expenses are shared pro-rata across investors in the fund.
- Investors can obtain a letter during the registration process. We have partnered with Accredd.com. Accred will bill Avestor for the verification letter and then we will invoice the fund.
- Send your investors to the following link at https://avestor.accredd.com. They can then create their own account and obtain a verification letter. Accred will bill Avestor for the verification letter and then we will invoice the fund.
- Send your investors to the following link at InvestReady. InvestReady will bill Avestor for the verification (regardless of whether investor passes or fails) and then we can invoice the fund. You must send your investors to this link. Going directly to InvestReady's website will not work.
Send the investor to a variety of different online services that can handle their accreditation check.
- or investor can get a letter from their CPA, attorney or investment advisor