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Accreditation Overview


Did you know that accreditation is a definition, not a process? Accredited investors, as defined by the SEC, are those who meet the criteria to participate in certain private capital market deals. Generally, an individual person is considered an accredited investor if you meet one of the following requirements:

  • You have a pre-tax income exceeding $200,000 annually for the past two years ($300,000 jointly with a spouse or spousal equivalent) with the expectation of that continuing in the next year.
  • You have a net worth of more than $1,000,000, either alone or with a spouse or spousal equivalent, excluding the value of the primary residence.
  • You hold certain professional certifications, designations, and licenses that are active and in good standing. This includes Series 7, Series 82, and Series 65 holders in good standing.

To prove your accredited status to CrowdStreet, you need to upload a letter dated within the last 90 days from a qualified party into your Investing Account (we have a template you can use). Log in, click on Investing Accounts and choose the Investing Account you would like to use. Click Accreditation verification, and upload the letter there.

You can also use our third-party partner, VerifyInvestor, free of charge. Note that it can take up to 48 hours for VerifyInvestor to send you a letter. But this will not affect your ability to invest in a deal.

For more information on accreditation, especially the accreditation criteria for trusts and other business entities, visit our Help Center article: Accreditation overview.