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What documentation must I provide to confirm accreditation if I am investing on behalf of an entity?
What documentation must I provide to confirm accreditation if I am investing on behalf of an entity?
Tiffany T avatar
Written by Tiffany T
Updated over 2 years ago

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 it's owner(s); You can upload personal documents for all owner(s) 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.

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