How do I enable self-accreditation? (Investor Accreditation, Requirements)

If users can make investments in available offers without a full accreditation check, you can adjust your platform to allow self-accreditation.  

There are two options for doing so: 

Platform Level:

Updating the settings at the platform level will allow investors to self-select their accreditation status.  They will not be prompted to add any accreditation documents to their accounts.  This will apply to any offers using the Accreditation step in the Investor Flow, unless they are individually adjusted.  

1. Select Platform from the left menu
2. Choose Settings
3. Click into the Features tab
4. Uncheck the option to Enable Full Accreditation Check
5. Select Offers from the left menu
6. Click into the offer that requires self-accreditation 
7. Choose Investor Flow
8. Click Add Investment Step
9. Select Accreditation
   • The Enable full accreditation check option will appear unchecked by default
   • This option can be checked if certain offers require the full check
10. Click Save Changes on your offer
    
    
    

If you would like to learn more about full accreditation checks, please click here.

Offer Form:

Adding a Custom Offer Form to the Investor Flow allows you to construct your own self-accreditation form.  

1. Select Offers from the left menu
2. Click into the offer that requires self-accreditation 
3. Choose Investor Flow
4. Click Add Investment Step
5. Select Complete Custom Offer Form
6. Click Edit Form
7. Include any fields an investor would need to complete to describe their accreditation status
8. Click Save
9. Click Save Changes on your offer