Federal securities laws define the term Accredited Investor in Rule 501 of Regulation D as:
A natural person who has individual net worth, or joint net worth with the person's spouse, that exceeds $1 million at the time of the purchase, excluding the value of the primary residence of such person;
A natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year
Are you an Accredited Investor?
Yes, I am Accredited.
No, I am not Accredited.
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Thank you for your subscription in . Due to securities regulations, we are required to verify your accredited investor status. Please upload any of the following documents to complete the verification:
- Income: W2's, 1099's or tax returns for the past two years to show your individual income exceeds $200,000 (or joint income exceeds $300,000) for each year.
- Assets: provide recent account statements or third party appraisals (must be dated within the last 3 months) that show the value of your assets exceed $1,000,000 excluding your primary residence.
- Professional Letter (must be dated within the last 3 months): provide an official written communication from a licensed CPA, attorney, investment advisor or registered broker-dealer, stating that the professional service provider has a reasonable belief that you are an Accredited Investor
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