Accredited Investor Certification (required to submit this request)
What qualifies as an accredited investor?
- Individual income over $200,000 (or $300,000 joint with a spouse/spousal equivalent) in each of the last two years, with a reasonable expectation of the same this year; or
- Net worth over $1,000,000, excluding the value of your primary residence; or
- Holding certain professional certifications in good standing (e.g., FINRA Series 7, 65, or 82).