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Investment Account Type

Accredited

Select Accredited Individual Investor Type if you meet 1 or more of the following 3 criteria;

You earned income that exceeded $200,000. (or $300,000. together with a spouse or spousal equivalent) in each of the prior two years and expect the same for the current year.
Have a net worth over $1 Million, either alone or together with a spouse or spousal equivalent (excluding the value of your primary residence).
Hold in Good Standing a Series 7, 65 or 82 License.

Non-Accredited

Select Non-Accredited Individual Investor if you don't meet the criteria to qualify as an Accredited Investor

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