Preliminary Accreditation

Verified access for accredited investors.

Before we share the complete investor materials, SEC regulations require a brief accreditation step. It takes under a minute — secure, straightforward, and handled entirely online.

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HOW IT WORKS
SEC Compliant Data Protected Encrypted Connection Confidential Review
The Process

Three steps to investor access.

Built around SEC Rule 501(a), so every investor is qualified before any materials change hands.

01

Verify your status

Complete the short accreditation questionnaire to confirm your investor status under SEC requirements.

02

Brief intro call

A 10–15 minute walkthrough of the opportunity and how it works inside a self-directed IRA — plain English, no pitch.

03

Receive the materials

The complete investor package — structure, terms, and what backs your capital — delivered to your inbox.

Self-Verification

Investor accreditation questionnaire

Indicate which Rule 501(a) criteria you meet for preliminary qualification.

SEC Accredited Investor Qualification

Under SEC Rule 501 of Regulation D, an "accredited investor" must meet at least one of these criteria:

Important Disclosures — Please Read Carefully

  1. Preliminary screening only: Completion of this questionnaire provides conditional, non-binding access to review the offering materials. It does not constitute an offer to sell securities or acceptance of any investment commitment.
  2. Full verification required: Accredited status must be verified using third-party documentation — recent tax returns, W-2s, financial statements, or a letter from a CPA or attorney — before any funds are accepted. Self-certification alone is not sufficient.
  3. No investment guarantee: The issuer reserves the right to decline any investment for any reason, including suitability, verification failure, or capacity limits.
  4. Risk of loss: Private investments involve substantial risk, including the total loss of principal. Past performance does not predict future results.
  5. Rule 506(c): Offerings presented may rely on Rule 506(c) of Regulation D, under which investments are accepted only from investors whose accredited status has been independently verified.
  6. Accuracy of information: Knowingly providing false information may disqualify participation and can carry civil or criminal penalties under federal and state law.
  7. Confidentiality: Offering materials are proprietary and confidential. Redistribution is prohibited and access may be revoked at any time.
  8. No advice: Nothing on this page is tax, legal, or investment advice. nvstIRA is not a custodian, broker-dealer, or investment adviser. Consult your own professional advisors.