Create Account

Create your account and make your first investment in few minutes.

Or continue with email

Profile Details

Complete your account to continue.

Investor Type

Tell us about your investment preferences

Investor Type

Accreditation & Substitute W9

Under penalty of perjury, by pressing continue I certify that I have provided my correct taxpayer identification number, and:

Withholding Status

Tax ID or SSN

Are you an Accredited Investor?

An accredited investor must either have two years of annual income over $200,000 ($300,000 for joint income), a net worth over $1,000,000 (excluding primary residence), or be an active Series 7, 65, or 82 license holder.

Accredited Investor Verification

Please select either the “Email my CPA” tab or the “Upload Verification Documents” tab in order to verify your accreditation status.

Email My CPA

We can send an email to your CPA/attorney/broker requesting they fill out a short form and attest to your accredited status.

Please enter your CPA, Attorney or Broker’s email.

Document Upload

Alternatively, if you have an existing letter from your CPA/attorney/broker attesting to your accredited status, you can upload that to verify. You can also upload supporting documentation such as tax returns or bank statements.