If an Accreditation requires more information, how will my investor know what to provide? (Accreditation, North Capital, Verification)

North Capital, our provider for Accreditation checks, may request more information from investors during their review.

If there are more items required to proceed with the check, the investor will receive an email notification letting them know what they will need to provide.

Additionally, they will see a banner appear in their account the next time they access the platform: 

When clicking into the Accreditation tab, the details of what is needed will remain present until they have been submitted:

To submit more information: 

1. Select My Account from the top menu
2. Click into the Accreditation tab
3. Upload files
4. Click Update Vendor Info

As an Admin user, you are able to monitor the Accreditation checks that are in progress from your Dashboard:

Any time there is action needed, you can review what is being requested and advise your investors on how they can provide the require documents to proceed.