Connecting to an Account

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.

Login / Signup

Grant Access

Call Back

When a user grants/denies access or creates an account they will be sent back to your site's call back url.

Tutorial

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

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Do you have a registered InvestReady App?

Learn how to register your app here.