Verifying your accreditation & entity incorporation when applicable are required steps when investing. We’ve made this process simple for you.
VERIFY ACCREDITATION
These offerings are only available to investors who have been verified as accredited. If you’re ready to proceed, we must first verify that you are anaccredited investor (click to see IRS definition.). To satisfy the requirement, please verify your accreditation by choosing one of the options below:
Items you can upload to Verify Accreditation: Pick One
ASSET BASED
Financial Statement, Brokerage Account, Retirement Account, Bank Statement, or Consumer Credit Report showing net worth in excess of $1MM. Financial Statement showing assets of over $5MM when titling under an entity.
INCOME BASED
A Form W-2, Form 1099, Schedule K-1 to form 1065, Form 1040, or other satisfactory IRS form for each of the preceding two years showing the threshold level of income of over $200,000 annually or $300,000 combined income with your spouse and similar documentation showing a reasonable expectation of the same for the current year.
INCOME OR ASSET BASED
A letter from a registered broker-dealer, an investment adviser registered with the SEC, a licensed attorney who is in good standing, or a Certified Public Accountant stating that you are an accredited investor.
VERIFY ENTITY INCORPORATION
Verifying entity incorporation is only required when titling your investment under an entity (LLC, Corporation, Partnership, Trust, etc.)
Items you can upload to verify Entity Incorporation.
For an LLC, this includes Articles of Incorporation (or Certificate of Formation) & an Operating Agreement. For all other entities, one of either document (or an equivalent document of ownership) can be provided.
If you are uncertain about which document to upload based on the entity in which you are titling, you may contact your support specialist.
