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.

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