Support Center

For Accredited Investors

What verification documents are acceptable to use to confirm my accreditation?

Supervest Users can submit the following documents: 1040, W2, K1 or 1099s

SEC guidelines that we follow are meant to protect investors and our current structure allows for only accredited investors. Over time, we are looking for ways to include Non-accredited investors in this opportunity, but at the moment, we are unfortunately not offering any services to Non accredited investors.

The SEC describes an Accredited investor as any individual, couple, or business entity that matches any of the following requirements:

  1. Earns $200,000+ per year or, with my spousal equivalent, $300,000+ per year.
  2. Has $1,000,000+ in assets excluding primary residence
  3. Owns an entity (ie. family office) with $5,000,000+ in assets
  4. Holds a series 7, 65, or 82 license currently in good standing.

Supervest has partnered with InvestReady as our third party verification entity for investor accreditation

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