Connections: accreditation verification
Short answer: Under Raise capital → Connections, connect your firm's own VerifyInvestor account (embedded token + API token) — its fees are billed to you, not INVESTOR PORTAL PRO. Investors on Rule 506(c) deals then verify their accreditation inside INVESTOR PORTAL PRO (free for them), and you record the result with Check VerifyInvestor.…
Under Raise capital → Connections, connect your firm's own VerifyInvestor account (embedded token + API token) — its fees are billed to you, not INVESTOR PORTAL PRO. Investors on Rule 506(c) deals then verify their accreditation inside INVESTOR PORTAL PRO (free for them), and you record the result with Check VerifyInvestor. Start with VerifyInvestor's staging keys. Keys are stored server-side and are never shown again.
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