What is an ‘Accredited Investor’

by Administrator
posted on Saturday, April 09, 2016

For persons resident in the United States, only “accredited investors” as defined in Rule 501 of Regulation D of the Securities Act of 1933, as amended (the “Securities Act”), with a valid User ID and password, are authorized to access such services and web pages (such persons being (“Accredited Investors”)).  

In general, to qualify as an Accredited Investor, individuals must have a net worth of more than $1 million (excluding their primary residence), or gross income for each of the last two years of at least $200,000 ($300,000 jointly with their spouse) with the expectation of a similarly qualifying income during the current year.  In some cases, you may be required to provide supporting documents to issuers that provide proof that you are an Accredited Investor.  

Such authorization may require completion of an Accredited Investor questionnaire and satisfactory background information screening.