What kind of documentation is required to verify my accreditation?

The majority of investors are asked to supply to their SEC-qualified verifier copies of W-2s or tax returns to verify annual income, and/or account balance statements to verify net worth, but additional requirements may vary depending on the complexity of the investor's financial situation.

We suggest either reaching out to your CPA, attorney, or wealth advisor, or to use VerifyInvestor.com (they will answer questions about the specific documentation required by emailing support@verifyinvestor.com).