What is needed to verify my accredited investor status?

What is needed to verify my accredited investor status?

Obtain a written confirmation from a broker-dealer, your registered investment advisor, a licensed attorney, or your CPA to confirm you meet the accredited investor requirements.

Another way is to use your (and your spouses in the case where that applies) W-2, form 1099, Schedule K-1, or Form 1040 to prove income based qualification.

Finally, through bank statements, brokerage statements, other statements of securities holdings, certificates of deposit, and/or tax assessments and appraisal reports issued by third parties in order to verify assets, and a consumer report from at least one of the nationwide consumer reporting agencies to verify liabilities, including a written representation that all liabilities necessary to make a net worth determination for qualification are disclosed.