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How long is an accredited investor letter valid?

Note the SEC requires that no evidence used for verification purposes be any older than 90-days, except for income evidence, these accreditation letters generally expire after 90-days.

Where can I get 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. The letter should state that the professional service provider has a reasonable belief that you are an Accredited Investor.

Do you need proof of accredited investor?

Income-Based Accreditation Documentation (preferred) If you are accredited based on income, you will need to provide documentation in the form of tax returns, W-2s, or other official documents that show you meet the required income threshold for the prior two years.

How do you prove you're an accredited investor?

Some documents that can prove an investor's accredited status include: Tax filings or pay stubs; A letter from an accountant or employer confirming their actual and expected annual income; or. IRS Forms like W-2s, 1040s, 1099s, K-1s or other tax documentation that report income.

How do I get proof of accredited investors?

If you are accredited based on assets, you can provide recent brokerage, bank account, or similar statements clearly showing your name, the date, and the value of your account(s).

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How do I get an accredited investor certificate?

Individuals who want to become accredited investors, must fall into one of three categories: have a net worth exceeding $1 million on your own or with a spouse or its equivalent; have earned an income surpassing $200,000 ($300,000 if combined with a spouse or its equivalent) during the last two years and prove an ...

Can a CPA issue a accredited investor letter?

You can use a third party letter to obtain an InvestReady certificate as long as the letter is no older than 90 days and it was written by a licensed attorney, CPA, investment advisor, or Broker Dealer.

How do I check if an investor is accredited?

A letter from the investor's accountant, employer, licensed securities broker or registered investment advisor that confirms their accredited status will also suffice. There are a number of reliable third-party service providers that can verify an accredited investor meets SEC criteria on your behalf.

Do you need to prove you're an accredited investor?

Do You Have to Prove You Are an Accredited Investor? The burden of proving that you are an accredited investor does not fall directly on you but rather the investment vehicle you would like to invest in. An investment vehicle, such as a fund, would have to determine that you qualify as an accredited investor.

How do I get an accredited investor letter?

In lieu of providing income or net assets information, you may provide a professional letter from a licensed CPA, attorney, investment advisor or registered broker-dealer. The letter should state that the professional service provider has a reasonable belief that you are an Accredited Investor.

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How do I get an accredited investor certificate?

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