How can I prevent investors from viewing offers until they are "approved"? (New Investors, Approving Users, Investor Access)

To minimize onboarding friction while only targeting accredited investors, you can allow them to complete their profile, KYC or Accreditation before they are approved to view available offers.

To adjust your platform settings, follow the steps below:

1. Select Platform from the left menu
2. Choose Settings
3. Click Features
4. Uncheck the option for Require Account Approval
   • Update the Account Approval Message that displays to users to let them know you are reviewing their information, if needed
     
5. Click Update Platform