Can I use a Trust or Entity to verify my Accredited Status?

Yes! You can qualify as an accredited investor via an entity or trusts with assets of at least $5,000,000, or if all of the equity owners are accredited. In order to proceed with InvestReady, you will need a CPA or Attorney's email address to make the verification. Alternatively, InvestReady can also verify all the owners as accredited and verify the entity or trust via this method.

Once complete, InvestReady will create a certificate for your entity or trust that you can use to invest in the same way you can with an individual InvestReady certificate.