Start here
If you only read one, read this one.
Am I an Accredited Investor? How to Check Your Status in 30 Seconds
Most people who qualify have never checked. The three ways to qualify under current SEC rules — income, net worth, and professional license — and how to find out where you stand.
Read the guide →Do you qualify?
The thresholds, the tests, and the parts of the rule people get wrong.
What the SEC's Proposed New Accredited Investor Credentials Mean
In September 2026 the SEC proposed six new ways to qualify — a CPA, CFA, or CFP credential, Series 79 or 86/87, and a new FINRA exam. What was proposed, what it would change, and why nothing qualifies anyone yet.
Read the guide →
Accredited Investor Requirements 2026 — Complete Guide
Income thresholds, net worth rules, professional licenses, and the entity routes — everything the SEC actually asks for, and how each one gets verified.
Read the guide →
What Can Accredited Investors Invest In? Complete Guide for 2026
Private equity, real estate syndications, venture capital, hedge funds, private credit — what status actually opens up, and what each one demands in return.
Read the guide →
Accredited Investor Rules for LLCs and Trusts
Both an LLC and a trust can be accredited investors — but by different routes. The owner look-through, the $5 million tests, and revocable vs irrevocable trusts, explained.
Read the guide →
The $5 Million Entity Test Is Four Different Tests
Rule 501(a) contains four separate $5,000,000 entity thresholds measuring three different things. Which one applies to your LLC, trust, family office or SPV — and why total assets is not the same as investments.
Read the guide →Getting verified
What a verification letter is, who can sign one, what it costs, and how long it takes.
How to Get an Accredited Investor Verification Letter in 2026
Step by step: who is allowed to sign one, which documents you will be asked for, what it costs, and why sponsors insist on a letter dated within 90 days.
Read the guide →
Online Accredited Investor Verification — How It Works in 2026
How verification works when it happens entirely online: what you upload, how the review is done, what it costs, and how the signed letter reaches you.
Read the guide →
How Long Does Accredited Investor Verification Take?
From same-day rush to standard turnaround — what actually drives the clock, and the two or three things that hold a file up more often than anything else.
Read the guide →
My CPA Won't Sign My Accredited Investor Letter. Now What?
Why accountants decline the request — and it is almost never about you — what Rule 506(c) actually allows them to say, and the four ways forward from here.
Read the guide →For sponsors and fund managers
If you are the one raising the capital, the verification duty is yours. Here is how that works in practice.
How GPs Verify That Their LPs Are Accredited Investors
The fund version, in GP/LP language: why the fund is the issuer, the CPA-letter route that keeps you out of your LPs' financials, and the two clocks — the 90-day letter and the five-year re-reliance window — that get confused.
Read the guide →
Who Pays for Accredited Investor Verification — Sponsor or Investor?
Under Rule 506(c) the duty belongs to the issuer, but the invoice can go either way. What each model costs, where the friction actually lands, and a rule of thumb for deciding.
Read the guide →
Do 506(c) Issuers Need to KYC and AML Their Investors?
506(c) requires you to verify accreditation, not to run KYC or AML. But sanctions law reaches every raise. What an issuer owes, and how to handle identity and screening in one step.
Read the guide →
Are CPA Letters Fast Enough for a 506(c) Raise?
The common critique is about speed and consistency, not legality — Rule 506(c) names CPAs explicitly. What the objection gets right, what it leaves out, and nine questions to ask any provider.
Read the guide →
What Accredited Investor Verification Costs in 2026
We checked every vendor page on one day and read the prices off them. Only one of the five competitors publishes what it charges, and two brands in every comparison article no longer exist.
Read the guide →
How to Verify Accredited Investors for a Real Estate Syndication
The operational version: the three-month clock on a long raise, why one SPV slot is four verifications, why the 2025 no-action letter probably does not apply to you, and the five-year rule most sponsors read backwards.
Read the guide →
How Many Accredited Investor Verifications Does a Round Actually Need?
Target raise divided by minimum check is wrong in both halves. How to size a raise from free public Form D data, why the investor count is never the verification count, and the two numbers only you have.
Read the guide →
What Actually Changed for 506(c) Verification in 2025-2026
The March 2025 no-action letter got all the coverage and helps almost nobody at typical raise sizes. Meanwhile the SEC said you can mix verification methods in one offering, cleared out five dead interpretations, and revised an entity look-through that turns out to be seventeen years old.
Read the guide →
How to Add Accredited Investor Verification to Your Platform
Add independent, CPA-signed verification to an investor portal, syndication tool, or deal room with a copy-paste badge, a co-branded link, or a webhook — no heavy build, and a letter your users' sponsors accept.
Read the guide →Not sure where you stand?
The free quiz walks the same three tests these guides describe and tells you in about 30 seconds. No account, no card.
Check My Status Free →