How to Verify Your Investor Status
2. Verify your identity using your name, DOB and address. You might also need to upload some identification (eg in Australia that is either your passport, drivers license or medicare number)
3. In your dashboard, update your Investor status
4. Download the investor certificate (in Australia this is the s708 document), unless you have a similar document that has been completed within the last 18 months. Ask your accountant to fill it out and upload the completed certificate to your dashboard.
To become an Accredited Investor (also known as an eligible, qualified, sophisticated or wholesale investor) you need to satisfy your country's requirements pertaining to wealth and/or knowledge of investing. Read this article What is an Accredited Investor to see if you qualify. If you're not from Australia or New Zealand and are confident you satisfy your countries requirements, please get in contact with us at [email protected] or via our live chat function.