W2’s, 1099’s or tax returns for the past two years to show your individual income exceeds $200,000 (or joint income
exceeds $300,000) for each year.
Provide recent financial account statements that show the value of your assets exceed $1,000,000 excluding your
primary residence. The financial account statements must include your name and date (Must be dated within the last 3
If you are using physical real estate assets (excluding your primary residence), you must provide documentation
showing you own the property and the value.
Provide an official written communication from any of the following stating that the professional service provider has a
reasonable belief that you are an Accredited Investor. The letter must be on the writer’s letterhead, include your name
and date (must be dated within the last 3 months):
• A licensed CPA
• Investment advisor
• Registered broker-dealer
Provide your CRD Number to verify you are a licensed individual in good standing that holds an active Series 7, Series
65, or Series 82 registration.
This designation will require approval from the issuer directly. As an independent third party, North Capital Private
Securities is not able to provide a professional letter of Accreditation Verification based on this qualification.
Go to the following link to determine if you qualify as an Accredited Investor.