Check Investor Status

Accreditation for investors that's quick, easy, and secure.

We take care of accreditation so you can focus on investing.

Monitoring

We're SEC-compliant and issue accreditation certificates in 1-2 business days.

Self-Accreditation

$50/ea

Multiple Accreditations

$45/ea
Get Started

How It Works

Step 1:

Choose Verification Method

We use a three-question survey to help you decide how you'd like to be accredited. Whether you're investing as an individual, an couple, a legal entity, or a trust, we've got you covered.

Monitoring
Reporting

Step 2:

Upload Documentation

We'll walk you through the evidence you need to upload for our legal team to verify your status as an accredited investor.

Step 3:

Legal Review

A licensed security attorney from our legal team reviews the information and documentation you've provided. Then we issue you a certificate of accreditation verifying that you are an accredited investor.

Syncing

About

Our team is here to make accreditation easy for investors and bulletproof for issuers.

Carter

Grant Wolf

Founder & Chief Legal Officer

Grant Wolf is a licensed attorney in Washington State who graduated from Gonzaga University School of Law School. During law school, Grant was published by the Washington State Bar Association Section on Antitrust and Consumer Protection. Grant's areas of practice include: securities regulation, corporate law, and complex litigation. Grant has been involved in securities compliance for multiple corporations, and has practiced in both state and federal courts.

Before going to law school, Grant graduated from Wabash College, where he double majored in Spanish and Rhetoric. He is passionate about business, technology, and Manchester United Football Club.

Carter

Carter Bastian

Founder & Chief Technology Officer

Carter is an FinTech entrepreneur and a specialist in automation, blockchain, and securities. After graduation from Dartmouth with a Computer Science Degree, Carter moved to San Francisco to work as a software engineer. He helped develop Khan Academy's LSAT-Prep product from the ground up, and then went on to become the Director of Engineering at a venture-backed, Y Combinator startup.

Carter's entrepreneurial focus is on using automation to improve the securities space. He founded Check Investor Status because, as an issuer, he was frustrated with the cost, complexity, and incompleteness of existing solutions.

Get Accredited

Whether you're an issuer or an investor, we can help with all of your accreditation needs. The process is quick and easy — and we're here to help every step of the way.

Click below to start getting yourself or your investors accredited today.

Get Started