Accredited Investor Verification Process

Please complete one of the options below and have it sent back to omar@boardwalkwealth.com before you fund a new deal. There are different ways to verify but we only need one.

1) We have a form letter that you can forward to your CPA, Attorney or Financial Advisor

2) You can verify your status at verifyinvestor.com, at no cost to you (if you choose this option then we will submit your contact info to them and they will send you further instructions — again, we will cover the cost)

If you have any questions, just use the email above or call Omar at 214-727-8643.

Learn More About Reading PPMs

In preparation for the PPM document, you can review this blog series we wrote about it: