Free · No credit card · 30 seconds
Am I an accredited investor?
Five quick questions based on the SEC's current Rule 501(a) criteria. You'll get your result — and a printable certificate if you qualify — the moment you finish.
Hold an active Series 7, 65, or 82 license? You already qualify — check it instantly, free →
SEC Regulation D Criteria · 30 sec · 100% Free · No credit card required
Have you earned $200,000 or more in each of the last two years?
If you count income jointly with a spouse, the number is $300,000. It has to be both years — not just one.
Income is only one of five ways to qualify. If this one isn’t you, keep going — net worth, a securities license, and a few other paths each qualify on their own.
Question 1 of 5
What is your estimated net worth?
Net worth is everything you own minus everything you owe — not counting your primary home.
What counts as net worth?
Include: savings, stocks, retirement accounts (401k/IRA), rental properties, business equity.
Exclude: your primary home and its mortgage.
Example: $400K retirement + $200K stocks + $100K savings = $700K net worth.
Exclude: your primary home and its mortgage.
Example: $400K retirement + $200K stocks + $100K savings = $700K net worth.
Question 2 of 5
Do you hold a financial securities license?
A few licenses — Series 7, 65, or 82 — qualify you on their own, no matter your income or net worth.
Question 3 of 5
Do you help run the company offering the deal?
Officers, directors, and partners of that company qualify on their own.
Question 4 of 5
Do any of these describe you?
Some private-fund employees, and people who help run a family office ($5M+ under management), also qualify.
Question 5 of 5
Hold an active Series 7, 65, or 82 license? You already qualify — check it instantly, free →
If You Qualify, You Could Unlock
Private Equity
Real Estate Syndications
Venture Capital
Hedge Funds
Private Debt