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How can I verify my accreditation status?

Accreditation

Updated over 2 weeks ago

Yieldstreet is a registered investment advisor (RIA) operating under Rule 506(c). Due to current SEC regulation we are required by law to verify that all of our investors are accredited. Verify your accreditation status in one of four ways:

  • Third party: you can submit a verification request through the platform 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/yr for the past two years as an individual, or $300K/yr if joint), you can upload your W2 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, you can submit your CRD number.

Please see our Help Center for further information on what documentation you can provide. When you're ready to verify your status you can do so on your Account Management page.

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