How can investors be accredited based on a professional letter or attestation?

Professional letters for individuals, trusts, and other entities can be written or filled out by a qualified professional (attorney, CPA, enrolled agent, or registered broker-dealer/investment adviser).
These letters will generally require all the same verification information that our verification team would request, but as these professionals might be more familiar with an investor’s finances or entity, a signed letter from the last 90 days would be sufficient for review.
Letters must be written by an unrelated third party and cannot be self-written. For example, an investor cannot write a letter for himself or have his spouse write a letter, even if they are both CPAs.
North Capital has a pre-written form letter available if needed, and it can be provided to investors to have their qualified professional complete it on their behalf.