If you're verifying the accreditation status as an entity:
A third party can verify the entity’s accreditation on its behalf, or
Statements that confirm the entity's assets in excess of $5M.
If you're verifying the accreditation of an entity on behalf of its owner(s); You can upload personal documents for all owners in one of four ways, along with the legal agreement that shows the percentage of ownership in the entity:
Third party: you can submit a verification request through the Yieldstreet system to a third party such as your CPA or lawyer who will validate your status on your behalf.
Income: if you qualify based on income (requirement is $200K/year for the past two years as an individual, or $300K/year if joint), you can upload your W-2 documents for the two most recent tax years.
Net worth: if you qualify based on net worth (required to meet or exceed $1M), you can upload bank/brokerage statements that show assets as well as a credit report to show liabilities.
CRD number: if you qualify by currently holding a Series 7, Series 65, or Series 82 license in good standing, you can submit your CRD number.
You can check our Help Center for more information on the applicable documents you can submit.