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- Accreditation Verification
When should the "aiRequestStatus" be set to "Letter Requested" for UpdateAiRequest?
Letter Requested - You will update to this status when a review needs to be performed a second time on an investor account that had been reviewed at a previous date.
For the updateAIRequest, you would update the status to one of two options:
- New Info Added - You will update to this status after the status has been updated to "More Info Needed" you can test this in the sandbox using the instructions provided here: https://www.northcapital.com/ai-verification-testing/
- Letter Requested - You will update to this status when a review needs to be performed a second time on an investor account that had been reviewed at a previous date. This is usually done if the accreditation check was completed over 90 days ago.