How to Start Your Accreditation Process Through Parallel Markets #
You’ve decided to access private investments and you need to prove accredited investor status. The actual mechanics are simpler than most platforms make it sound, but you still need the right paperwork lined up.
Start by emailing support at digitalwealthpartners.net and tell them you want to begin the accreditation process. They’ll send you a Parallel Markets link and a template letter. Parallel Markets is a verification service that checks your status and stores your credentials so you don’t have to re-prove everything for each new deal.
You’ll need your ID and one of three types of letters. A CPA can confirm your income or net worth meets the thresholds. An attorney can do the same. Or if you’re working with a registered investment advisor, they can verify your status based on either your financials or your knowledge and experience in financial matters. That last option is the knowledge-based route, which works if you hold certain professional licenses like a Series 7, 65, or 82.
The income test is $200,000 annually for the past two years if you’re single, or $300,000 jointly with a spouse. The net worth test is $1 million excluding your primary residence. The letter needs to state clearly that you meet one of these standards. The template Digital Wealth Partners sends makes this straightforward.
Once Parallel Markets verifies your status, it’s good for private placements, venture deals, and pre-IPO opportunities across multiple platforms. You don’t have to reverify every time you look at a new investment.
This is where working with an RIA instead of a broker-dealer starts to matter. A broker-dealer executes trades and needs to ensure investments are suitable for your situation. An RIA operates under fiduciary duty, which means they’re legally required to act in your best interest. When you’re getting accredited to access higher-risk private deals, you want someone who can’t just sell you something because you qualify. You want someone who has to believe it’s right for you.
Digital Wealth Partners provides this kind of fiduciary-level guidance as part of their wealth management and investment advisory services. They handle the accreditation paperwork, coordinate asset custody so your investments sit with a third-party custodian instead of mixed with advisory accounts, and help with financial planning that considers your full picture.
At certain wealth levels, accreditation is just the beginning. When you’re managing $20 million or more across entities, trusts, and multiple generations, you’re not just picking investments. You’re coordinating tax strategy, estate planning, business succession, and maybe philanthropic work. That’s family office territory.
Digital Ascension Group handles family office services that extend past traditional wealth management. Multi-generational planning, estate and succession coordination, tax strategy oversight, and the concierge-level financial work that connects all the pieces. When your situation involves complexity across jurisdictions and generations, you need someone coordinating the entire structure.
Getting accredited opens doors. But the real question is what you do once those doors are open.
Contact Digital Ascension Group to learn how our family office services can coordinate your complete financial picture.
