Check Investor StatusCheck Investor Status
Accreditation for investors that's quick, easy, and secure.
We take care of accreditation so you can focus on investing.
We're SEC-compliant and issue accreditation certificates in 1-2 business days.
Self-Accreditation
Multiple Accreditations
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.
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.
About
Our team is here to make accreditation easy for investors and bulletproof for issuers.
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 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.