What do I need to provide to prove that I am an accredited investor?

If you are accredited based on income, you will need to provide documentation of income for the past 2 years. This can be in the form of tax returns, W-2s or other official documents. This is usually the fastest way to get accredited.

If you are accredited based on assets, you can provide recent brokerage, bank account or similar statements clearly showing your name, the date and the value of your account(s). In this case, we will also pull your credit report and deduct any non-mortgage debts shown from the value of your assets to arrive at net assets.

You can also provide a recent letter from a third party verifier like a licensed CPA, attorney, investment advisor or investment broker. Our accreditation verification process will allow you to trigger an email to your verifier using acceptable language.

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