How do I retrieve an Accredited Investor letter from TransactAPI?

Accredited Investor letters can be retrieved in a few simple steps through your TransactAPI dashboard.

Accredited Investor letters can be retrieved in a few simple steps through your TransactAPI dashboard.

Navigate to the Accounts page

Select the desired Account ID hyperlink

NOTE: The Accredited Status on the Accounts page will will display Pending if the Request Status is Needs More Info, New Letter Requested, etc.

Navigate to the Accreditation Verification tab and scroll to bottom of the page

View and download AI Verification letter(s)