Accredited Investor Certification Form 2025

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Investors can obtain an accredited investor letter by providing financial statements, tax returns or brokerage account details to a verifying professional.
Who can issue an accredited investor letter? In lieu of providing income or net assets information, you may provide a professional letter from a CPA, attorney, investment advisor or registered broker-dealer.
Individuals can qualify by earning at least $200,000 annually ($300,000 for joint filers) or having a net worth exceeding $1 million, excluding a primary residence. Certain financial professionals and entities may also meet the requirements through their credentials or assets under management.
Under Federal Legislation regulated by the SEC, an accredited investor is classified as an individual or business entity that can legally trade in securities. Regulators have strict guidelines on who can be considered an accredited investor.
VerifyInvestor.com is the leading resource for verification of accredited investors as required by federal laws.
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There are 4 types of evidence that you can provide to prove that you are accredited to invest as a US individual. Income Evidence (this is generally the fastest method for verification) Net Worth Evidence. Professional License Certification. Third-Party Attestation Letters.
The simplest way to attain accredited investor status is to ask for a 3rd party verification letter from a registered broker dealer, an attorney or a certified public accountant.

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