Under SEC rules, an active FINRA Series 7, 65, or 82 license makes you an accredited investor on its own. We confirm it on the official FINRA/SEC registry and a licensed CPA signs your Reg D 506(c) letter — no income or asset documents to gather.
Since the SEC's 2020 order (Rule 501(a)(10)), holding one of these active and in good standing makes you accredited regardless of income or net worth.
Hold a Series 66? You qualify too — the Series 66 is held together with the Series 7.
No documents to dig up. Most license verifications are signed within 24 hours.
Checkout takes a minute. Afterward you complete a quick identity check and enter your CRD number — that is all we need.
A licensed CPA confirms your Series 7, 65, or 82 is active and in good standing on the public FINRA BrokerCheck / SEC IAPD registry.
You receive a CPA-signed Reg D 506(c) verification letter with a public certificate ID, accepted by sponsors and funds — typically within 24 hours.
A standard $99 verification reviews income or net-worth documents. A license case is a registry confirmation — less work, lower price, the same letter.
On September 30, 2026 the SEC proposed adding several new pathways to accredited-investor status — a U.S. CPA license, a CFA charter, a CFP certification, the Series 79 and Series 86/87 licenses, and a new accredited-investor exam to be developed by FINRA.
These are proposals, open for public comment — they do not qualify anyone yet. Today, the qualifying licenses remain the active Series 7, 65, and 82. We think credential-based access is the right direction, and our verification is built to extend to new credentials the moment the SEC finalizes them.
Under SEC Rule 501(a)(10), a natural person holding an active FINRA Series 7, Series 65, or Series 82 license in good standing qualifies as an accredited investor, regardless of income or net worth — in effect since the SEC's 2020 order. A Series 66 holder qualifies because the Series 66 is held together with the Series 7.
A standard verification reviews income or net-worth documents. A license verification is a registry confirmation: a licensed CPA confirms your license is active and in good standing on the public FINRA BrokerCheck or SEC IAPD registry, so there are no financial documents to review. Less work, lower price, same CPA-signed letter.
No. There are no income or asset documents to gather. After payment you complete a quick identity check and enter your CRD number, and the CPA confirms your license on the official registry.
Yes. It is signed by an independent licensed Certified Public Accountant, one of the third-party verification methods the SEC recognizes for Rule 506(c). Same letter, accepted by sponsors and funds, with a public certificate ID and our Acceptance Guarantee.
Typically within 24 hours of your identity check and CRD entry. A $15 priority option moves your file to the front of the queue.
Not yet. In September 2026 the SEC proposed adding those credentials and a new FINRA exam as pathways to accredited status, but they are proposals open for public comment and are not in effect. Today the qualifying licenses are the active Series 7, 65, and 82. If the SEC finalizes new credentials, our verification is built to extend to them.
You can look up any FINRA registration on FINRA BrokerCheck or an investment-adviser record on the SEC's IAPD. We run the confirmation for you and a CPA signs the letter.
Get a CPA-signed accredited investor letter for $49 — no financial documents, typically within 24 hours.
AccreditedNow LLC is not a law firm, broker-dealer, or investment adviser; verification letters are issued by independent licensed CPAs. This page is educational and is not legal advice. The SEC pathways described as "proposed" are not in effect and do not confer accredited-investor status. For how any of this applies to a specific offering, consult your securities counsel.