You can use a third party letter to obtain an InvestReady certificate as long as the letter is no older than 90 days and it was written by a licensed attorney, CPA, investment advisor, or Broker Dealer.
Click Here to See an Example Letter
If you do not already have a letter, we recommend you request the verification digitally via InvestReady. This will give your third party verifier the required language needed for the letter while you sit back and wait for your approval email to arrive. In some cases, your third party may require a credit report in order to verify your status. InvestReady provides that as part of our service using the "Request Verification" method under 3rd party verification. Note: Your credit will never be affected when you use InvestReady.