Discussions
Reaccreditation not working
We have some scenarios where we want our investors to be accredited again to enroll for a different product. Right now if they have an active accreditation then we get this error 'This email is already taken'. Is there a way to allow an investor to reaccedit in this way? If not how would you suggest we fix this problem using your API?
Posted by Abishek Anand over 3 years ago
Webhook response
Hi,
While working on sandbox environment, I am not able to get any response from webhook, so It would be more helpful, if you send me then sample response of Webhook so that I can handle that response in my webhook api.
Posted by RISHABH SHAH almost 5 years ago
Verification Webhook Testing
Hi,
Do you have a sandboxing environment wherein I can test the Verification Webhook? Currently the docs specify only this:
"InvestReady then process the request; contact IRS, runs credit report, verify 3rd party credentials (bared lawyer, etc) or whatever verification action is needed. When it’s complete InvestReady will submit a webhook to the originating portal. The webhook signals the portal to request the latest information for said user."
Doc URL : https://apidocs.investready.com/docs/decoding-question-sets
However, I could not find any specific documentation related to the request format or your sandboxing environment. Can you please help?
Posted by Srinivas Kalyani almost 5 years ago
Pending status
I see investor on the list that joined 2 weeks ago and his status is Pending.
What does that mean?
How long can it be in that state?
What are the flow and the SLAs?
Thanks.
Posted by Dror Ergaz almost 5 years ago
Telephone number for InvestReady support
I need a telephone number to contact a live body that can help me complete the paper work for my MBZFS First class demand notes requirement to verify my income status
Posted by George Sanbrook over 5 years ago
Portal to use investready without API
Is there a way we can manually add investor emails who want to the verfied to your system and you complete the process yourself with them? i.e. without connecting to your api? We have built a new platform for real estate crowdfunding to supplement our existing commercial real estate business. Since this is new to us we are trying to do a beta at the least possible costs, so do not want the added expense of connecting to an api right now. The way the system is built right now, if they try to inivest and they are not marked as verified on our system they will be told that they will get an email from us or a verification service (which would be you!), to get the process started. We would prefer not to verify ourseleves, but we need a way for you to reach them without us saying go contact the verification service on your own. If this does not make any sense, please call me at 515-556-7753. If it helps our test site is getreal.denbar.com/verstion-test
Thanks
Steven
Posted by Steven about 6 years ago
Cannot get past step 1
I found out that Client ID is a public key.
Got this URI as a result:
https://api.investready.com/authorize?response_type=code&client_id=QlquwIsvHTceT9BNgvtiVcoW9xlpilr8GRDdz5Ih&redirect_uri=http://52.42.120.17/redirect
But it says "Sorry, the page you are looking for could not be found."
I just try to open this in browser. Also tried to send 302/Location, same result.
Any idea?
Thank you.
Posted by Yakov over 6 years ago
Hi, I am having trouble understanding the API
I emailed you a week ago, no response.
What is Client ID, how to get one?
What is difference between redirect and webhook?
Posted by Yakov over 6 years ago