Frequently Asked Questions

Income: Annual income exceeding $200,000 individually (or $300,000 jointly with a spouse or spousal equivalent) in each of the past two years, with a reasonable expectation of reaching the same income level in the current year.

Net Worth: Net worth exceeding $1,000,000, excluding the value of the primary residence, either individually or jointly with a spouse or spousal equivalent.

Professional Credentials: Holding an active Series 7, Series 65, or Series 82 license in good standing.

Third-Party Verification: A written confirmation (dated within the past 90 days) from a CPA, licensed attorney, SEC-registered investment adviser (RIA), or registered broker-dealer who has taken reasonable steps to verify the investor's Accredited Investor status and has determined that the investor qualifies. Download a Sample Verification Letter.

Income Verification: IRS forms such as W-2s, 1099s, or Form 1040 for the past two years.

Net Worth Verification: Recent bank, brokerage, or other asset statements (dated within the past 90 days), together with a current credit report, demonstrating assets and liabilities sufficient to qualify as an Accredited Investor. In addition to providing the documentation, the investor must provide a written representation confirming that all liabilities necessary to determine net worth have been disclosed.

Professional Credentials Verification: Proof of an active license in good standing (such as a copy of the certificate, official licensing documentation, or a printout showing active status for a Series 7, Series 65, or Series 82 license).