Submit Transaction History
As a next step, please submit your transaction history. Once it is complete, we will provide instructions on how to get started.
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Generally, you are an accredited investor if any of the following are true:
- Annual income greater than $200K (for the last 2 years)
- Joint household income greater than $300K (for the last 2 years)
- Net worth greater than $1M (excluding your primary residence)
- Investing on behalf of an entity with at least $5M in assets or a business in which all the equity owners are accredited investors
- Holding a FINRA Series 7, Series 65, or Series 82 license currently in good standing
