Discussions

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 almost 8 years ago

Hi, I am having trouble understanding the API

I emailed you a week ago, no response.

Posted by Yakov about 8 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 7 years ago

Verification Webhook Testing

Hi,

Posted by Srinivas Kalyani almost 7 years ago

Cannot get past step 1

I found out that Client ID is a public key.

Posted by Yakov about 8 years ago

Advanced API Integration Permission Required

Hi, I am currently developing an app using InvestReady and I recieve a webhook from your app with userHash. I need to get user's email so as I understood I need to get list of Synced Users via https://api.sandbox.investready.com/api/wl/user/list.json by sending my app's Private Key as access_token. But it seems that "Advanced API Integration Permission Required" even for sandbox usage. Can you unlock it for me?

Posted by Dmitrii over 4 years ago

Manipulation of investor data in the sandbox

How can i update the accreditation status of users in the sandbox?

Posted by Abishek Anand over 5 years ago

Webhook response

Hi,

Posted by RISHABH SHAH almost 7 years ago

User accreditation status

Hi,

Posted by Enrique Rivero over 3 years ago

ANSWERED

Accreditation expiration

When an investor's accreditation expires, I believe they get an email to update some documents in the platform. When this happens will there be a webhook call to my connected application with the new accreditation info including the new expiration date? And if so what will be the format? Is there a way to test this on the sandbox?

Posted by Abishek Anand over 5 years ago