Verified 506(c)Get verified

Rule 506(c) · Regulation D

Prove you're accredited. Get a certificate in minutes.

Issuers raising under Rule 506(c) must take reasonable steps to verify every investor. Upload your supporting documents once and receive a signed verification letter you can share with any deal.

  • Four SEC-recognised verification methods
  • Certificate valid for 90 days
  • PDF ready the moment you submit
Start verificationSee the steps

Verification letter

Accredited Investor

Verified
Investor
Kingsley Advani
Method
Income
Validation code
AV-7Q2K-91XD
Valid for
90 days

We have taken reasonable steps to verify that the investor named above is an accredited investor as defined in Rule 501(a) of Regulation D.

Compliance TeamPage 1 of 1

How it works

Four steps from documents to certificate

  1. Step 1

    Choose how you qualify

    Pick the method that fits you: a professional letter, two years of income, net worth, or a FINRA license.

  2. Step 2

    Upload your documents

    Drop in the PDFs or photos listed for that method. Each upload slot tells you exactly what is accepted.

  3. Step 3

    Generate your certificate

    Submit and a verification letter is produced instantly, with a unique validation code and 90-day expiry.

  4. Step 4

    Share with the issuer

    Download the PDF and send it to the fund or company. They can rely on it to meet their 506(c) obligations.

Ways to qualify

Know which documents you'll need before you start

You only need to satisfy one method. Pick the one where your paperwork is easiest to gather.

Professional letter

Best if you already work with a CPA, attorney, RIA or broker-dealer who knows your finances.

You'll upload

  • Verification letterFrom a CPA, attorney, registered investment adviser or broker-dealer, dated within the last 3 months.

Income

Earned over $200,000 individually (or $300,000 jointly) in each of the last two years.

You'll upload

  • 2025 incomeW-2, 1099, Schedule K-1 or filed Form 1040.
  • 2024 incomeW-2, 1099, Schedule K-1 or filed Form 1040.

Net worth

Net worth over $1 million, excluding your primary residence, alone or with a spouse.

You'll upload

  • Asset statementsBank, brokerage or retirement statements dated within the last 3 months.
  • Credit reportFrom Equifax, Experian or TransUnion, dated within the last 3 months.

FINRA license

You hold a Series 7, 65 or 82 license in good standing.

You'll upload

  • BrokerCheck or CRD recordShowing a Series 7, 65 or 82 license in good standing.

Get verified

Ready? Generate your certificate below

Accreditation (506c – verified accreditation)

Not started

Choose how you qualify and upload the documents below. A verification certificate is generated once your documents are submitted.

2Choose how you qualify

3Upload your documents

From a CPA, attorney, registered investment adviser or broker-dealer, dated within the last 3 months.

4Generate your certificate

Upload each required document to continue.

Common questions

What is the difference between 506(b) and 506(c)?

Under 506(b) investors can self-certify, but the issuer cannot advertise. Under 506(c) the issuer may advertise publicly, so it must take reasonable steps to verify that every investor is accredited — which is what this certificate provides.

How long is the certificate valid?

Each certificate is valid for 90 days from the date it is issued. After that, generate a new one with up-to-date documents.

Are my documents stored?

No. Files are read in your browser to produce the certificate and are never uploaded to a server. Only the file names appear on the PDF.

Can an issuer check that a certificate is real?

Every certificate carries a unique validation code and issue date that the issuer can reference with the compliance team.