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Set up an account to start your Auto Invest Membership.
Accreditation Status
Your accreditation status will determine the types of investments you can make per SEC Regulations.
Please choose all that apply:
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FAQ
How do I know if I’m an accredited investor?
One or more of the following will apply:
- You had income exceeding $200,000, or income with your spouse (or spousal equivalent) exceeding $300,000, each of the past two years and expect the same this year.
- Your net worth, individually or jointly with your spouse (or spousal equivalent), exceeds $1 million.
- You invest on behalf of an entity or trust with at least $5 million in assets.
- You invest on behalf of an entity in which all of the owners are accredited investors.
- You currently hold any one of the following FINRA administered licences:
- Series 7 (General Securities Representative)
- Series 65 (Investment Adviser Representative)
- Series 82 (Private Securities Offerings Representative)