You can empower InvestReady Investors to grant your portal access to their accreditation status.
If the investor does not already have an InvestReady account, he/she will be given the option to create and go through the accredidiation process. On completion they will be sent back to your Call Back URL set in the developer dashboard.
When a user grants/denies access or creates an account they will be sent back to your site's call back url.
Step 1: Generate Authorization URL Click Here
Step 2: Request Access Token with "code" returned back from authorization call back. Click Here
Step 3: Make requests on behalf of the user with his/her Access token.
Review oAuth 2 Access tokens & Refresh Tokens Click Here
Do you have a registered InvestReady App?
Learn how to register your app here.
Updated about 6 years ago