How to Become an Accredited Investor
Total your annual income for the past two years.. Add up the value of your assets for net worth qualification.. Subtract the amount of your liabilities.
Steps
1
Total your annual income for the past two years.
Total your annual income for the past two years.
2
Add up the value of your assets for net worth qualification.
Add up the value of your assets for net worth qualification.
3
Subtract the amount of your liabilities.
Subtract the amount of your liabilities.
4
Arrive at your net worth.
Arrive at your net worth.
5
Take exchange rates into account.
Take exchange rates into account.
6
Get copies of the past two years' tax returns.
Get copies of the past two years' tax returns.
7
Request a copy of your credit report.
Request a copy of your credit report.
8
Pull together banking and brokerage statements.
Pull together banking and brokerage statements.
9
Talk to an attorney, accountant, or investment advisor.
Talk to an attorney, accountant, or investment advisor.
10
Obtain an investor questionnaire.
Obtain an investor questionnaire.
11
Provide your personal information.
Provide your personal information.
12
Describe your income and assets.
Describe your income and assets.
13
Sign the document certifying the information.
Sign the document certifying the information.
14
Submit all requested documentation.
Submit all requested documentation.
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