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You are considered an accredited investor if you made $200k or more ($300k if combined with spousal equivalent) in the past 2 years, and expect to do so this year.
You (and/or your spousal equivalent) are considered accredited if your net worth is $1M or more, excluding your primary residence.
You can be categorized as a qualified client or qualified purchaser by demonstrating a net worth of $2.1M+ or $5M+ respectively.
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Your credit report reveals your debt or liabilities which is needed to calculate your net worth: Net worth = Assets – Liabilities
You can get a free credit report from annualcreditreport.com, a site suggested by the federal government, and upload it above.
Documents showing a net worth of $1M or more:
- Bank or investment account statements
- Appraisals and online valuations of properties owned
- Proof of ownership of those properties
- If properties are jointly owned, provide the percentage of ownership
- Ownership in private company securities
- Annuities, insurance, and similar assets
- Vehicles and personal property
According to new SEC rules, you are considered an accredited investor if you hold one of the following FINRA licenses: Series 7, Series 65, Series 82
Your CRD number. You may use FINRA’s database if needed.
According to SEC Rule 3c-5(a)(4), you are considered an accredited investor if you’re a knowledgeable employee for the sponsor.
You may upload a letter from your CPA/Attorney/Financial Advisor stating your accreditation status.
You can see a sample letter by clicking here.
