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Click ‘Get Form’ to open the accredited investor form in the editor.
Begin by filling out your personal background information. Enter your name, date of birth, and contact details including your home address and email.
In the 'Statement as to Accredited Investor Status' section, check all applicable boxes that confirm your eligibility as an accredited investor based on net worth or income criteria.
Provide details about your prior investment experience and goals. Indicate your risk tolerance by selecting one of the options: Aggressive, Moderate, or Conservative.
Complete the Customer Identification Program section by providing necessary identification information such as driver's license or passport number.
Finally, review all entered information for accuracy before signing and dating the form. Ensure you have completed any additional required sections on the reverse side.

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How do I get an accredited investor letter?

Written by SmartAsset Team for SmartAsset- An accredited investor letter is a document that verifies an individual or entity meets the financial criteria required to qualify as an accredited investor under U.S. Securities and Exchange Commission (SEC) regulations.

How do I docHub myself as an accredited investor?

You can obtain an accredited investor verification letter by requesting it from a registered broker-dealer, attorney, or certified public accountant, streamlining the process and avoiding extensive documentation. OurCrowd can also provide a template letter.