---
title: "Qualify investors by filling a form"
url: "https://d9awyx7m9zmryg2.productfruits.help/en/article/qualify-investors-by-filling-a-form"
language: "en"
last_updated: "2025-09-03T09:51:58.544Z"
---

# Qualify investors by filling a form

As a user for the platform, there are different [roles](https://d9awyx7m9zmryg2.productfruits.help/en/article/guide-permissions-and-roles-of-users), being the owner and the agent roles the ones that can [qualify](https://d9awyx7m9zmryg2.productfruits.help/en/article/qualification-via-the-module) an individual or institutional investor in different ways: individually or via [csv](https://d9awyx7m9zmryg2.productfruits.help/en/article/qualifying-an-investor-via-csv). Here we are seeing how to qualify them individually.

## Step-by-step Guide

### Step1: Investor List

As we land within in the investor list:

-   when there is no qualifies investors for this token, we see the following screen:![](https://cdn-assets.productfruits.com/ae61618b-002a-45a4-b1fb-f9322bdde6ca)
-   and when there is already qualified investors for this token, we see the following screen:![](https://cdn-assets.productfruits.com/50c7a0af-0915-483a-b4bf-61c9ae783836)

### Step 2: Qualify an investor

In both of them, we can "Qualify an investor", which allows to qualify an investor with a form.

When we click there, we go to the following screen:

-   for an individual:![](https://cdn-assets.productfruits.com/8d50a9e0-a713-46f6-9076-d9aab79a68fd)
-   for an institution:![](https://cdn-assets.productfruits.com/df9cf37b-c241-4846-9ff7-98789ca71427)

### Step 3: Review and qualify

And we click on "Qualify", so we go to the "Review and Qualify" screen, to finish the Qualification:![](https://cdn-assets.productfruits.com/fcf4cc9e-955d-483d-8b91-6f3057488612)