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Investor resources

Prepare your source-of-funds evidence

Build an evidence map for earnings, a business, property, a gift, inheritance or a loan.

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Create your preparation notes.

Your working notes

No account. No uploads. Entries stay in this page and clear on reload. Use broad descriptions, not account numbers or identity documents.

A property sale, traced from beginning to end.

A more informed next step

Fictional teaching example · not a client case

Meera sells a property and uses the proceeds.

  1. Acquisition: how did she originally pay for the property? Locate purchase, ownership and underlying source records.
  2. Sale: connect the sale agreement to the buyer’s payment and any loan settlement or deductions.
  3. Receipt: reconcile the net sale proceeds with the bank statement, including any co-owner’s share.
  4. Transfer: map each account and currency conversion through to the investment. Explain any third party.
  5. Review: we coordinate the document review with a recommended attorney and any cross-border tax or remittance specialists needed before transferring.

A sale contract and a current bank balance alone may leave the acquisition history and intermediate transfers unexplained.

Sources: USCIS · I-526E instructions

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Discuss your source-of-funds plan.

Bring a high-level outline and any evidence gaps. We coordinate the preparation; a recommended attorney reviews the source and transfer path. Do not send financial documents with an initial enquiry.

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