How would you describe yourself as an investor?
Self-reported, and it doesn’t change what you can read — the whole library is open to every member. We ask because it’s the first thing our investor relations team needs to know before a real conversation.
Accredited is an SEC definition based on finances. The common tests are income over $200,000 on your own (or $300,000 with a spouse) in each of the last two years, or a net worth above $1 million not counting your home. Holding a Series 7, 65 or 82 licence also qualifies you, and there are separate tests for entities and trusts.
Sophisticated is not a money test. It means you have enough knowledge and experience in financial and business matters to evaluate the merits and risks of an investment like this on your own — through your work, your own investing history, or professional training. Regulation D allows a private offering to include a limited number of sophisticated investors who are not accredited.
Neither one is something you need to prove today, and neither is verified here.
I am an accredited investor I am not accredited, but I would consider myself a sophisticated investor Neither of these describes me I'm not sure