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Partner Dashboard

Partners have access to a dashboard showing all of their current connections.

Accreditation Statuses

Throughout the dashboard you’ll see icons and status names for accreditation statuses. Here’s a list of their descriptions:

Status Name Description
Current The user or business is currently accreditated
Pending There is an active accreditation currently under review by Parallel
Third Party Pending Parallel is currently awaiting third party evaluator to submit documentation
Expired The user or business is not currently accredited, but they were at one point (and that accreditation has since expired)
Rejected The user or business submitted an application that was rejected for not meeting the legal requirements
Canceled The application was submitted and then canceled prior to review.
Unknown The user or business has not yet submitted an application
Not Accredited The user or business has stated they do not meet the accreditation requirements

Settings Options

Email Notifications

You have the ability to specify one or more email addresses that will receive automatic notifications whenever an investor’s accreditation application is approved or rejected. We send the notification only after we have reviewed an application and approved or rejected it. If we approve an application, we’ll include additional information, including the test used to determine accreditation (for example, net worth or income) and our signed letter certifying the investor’s accreditation status.

Note: We do not send notifications if an investor is automatically re-accredited based on an income test, but our partners can always access the newly issued letter via our partner dashboard.

Webhook URL

You have the ability to specify a URL that we will automatically notify whenever an individual or business has an application that is reviewed. We will automatically notify this URL whenever an individual or businesss becomes accredited or has an issue in their accreditation process. See our Developer Documentation for more technical details.

Note: We do not send notifications if an investor is automatically re-accredited based on an income test, but our partners can always access the newly issued letter via our partner dashboard.