To begin onboarding a business account, use the link below:
Entity Accreditation Requirements
Before requesting to open a business account, please confirm that the legal entity (your business) satisfies one of these accreditation requirements.
If helpful, download this Accredited Investor Verification Letter Template to have a third-party such as a CPA, lawyer, adviser, or broker-dealer verify accredited status.
- Any trust with total assets in excess of $5 million not formed specifically to purchase the subject securities & whose purchase is directed by a sophisticated person OR
- Any LLC, corporation, partnership, or organization described in section 501(c)(3) of the Internal Revenue Code not formed for the specific purpose of acquiring the securities offered with total assets in excess of $5 million OR
- Any entity with total investments in excess of $5 million not formed to specifically purchase the subject securities OR
- Any entity in which all of the equity owners are accredited investors