Skip the documents. Verify from the source.
Investors connect their bank account directly. No PDFs to upload, no statements to photograph, no waiting for a CPA letter. Account balances verified in seconds — straight from the institution.
Connect
Investor selects their bank from 12,000+ supported institutions. Secure OAuth connection — IncrediVer never sees their credentials.
Verify
Account balances are pulled directly from the financial institution. No manual entry, no document interpretation, no room for error.
Decide
Our engine evaluates the verified balances against SEC 506(c) accreditation thresholds. Decision delivered in seconds, not weeks.
Documents slow everything down.
The average document-based verification takes days of back-and-forth. Wrong date ranges, missing pages, illegible scans, statements from the wrong account. Instant Bank Connect eliminates every one of these friction points by going straight to the source.
12,000+ institutions. One integration.
Direct bank connection
Powered by institutional-grade account aggregation. OAuth-based authentication means IncrediVer never touches investor credentials. Read-only access to balance data only.
Real-time balances
Not last month's statement — today's balances. Accounts are verified at the moment of connection, eliminating stale data and date-range disputes.
Automatic threshold evaluation
Our engine maps account types to SEC accreditation standards automatically. Joint accounts, retirement accounts, brokerage holdings — all evaluated correctly without manual classification.
{
"bankConnect": {
"provider": "plaid",
"institutionName": "Chase",
"accountsVerified": 3,
"totalVerifiedAssets": 1458590.00,
"threshold": 1000000,
"meetsThreshold": true,
"connectedAt": "2026-04-16T17:30:00Z"
}
}