Investor Qualifications

Syndicately provides a reference resource for accredited investor and qualified purchaser status. To access the list and its associated IDs you can call the following endpoint.

GET – /api/investor-qualifications #

Sample Response

“data”: [
“id”: 0,
“label”: “string”,
“description”: “string”

The id field can then be used as a reference for the appropriate investor qualification on the profile object and accredited_investor_document field to mark what investor qualification an investor profile type qualifies under.

id 1-25 are accredited investor qualification statuses

id 26 is for non-accredited investors (maximum of 35 non-accredited investors per 506(b) offering)

id 27-30 are qualified purchaser statuses

You can call this resource and then store the table locally to use as a reference when creating investor profiles. We will update the table periodically from time-to-time when investor qualification statuses change.