Set up Reg CF Income Verification - Rule 303(b)

Reg CF Rule 303(b): 

Verifying an investor's income is a required step on Reg CF offers.

To update the Investor Flow:

1. Select Offers from the left menu
2. Click into the offer that requires Reg CF disclosures 
3. Choose Investor Flow
4. Click Add Investment Step
5. Select Income Verification (Reg CF)
   • Add a link to your Education Materials
   • Add a link to your Issuer Form C
     
6. Click Save Changes

REF: How to set up a demo Reg CF deal for the FINRA audit/interview?