Free Tool

Am I an Accredited Investor?

A free 60-second estimate — no signup required. You only need to meet one of the three tests below. Your figures stay on your device.

You Qualify If You Meet Any One

Income

Over $200,000 individually, or $300,000 jointly, in each of the last two years — with the same expected this year.

Net worth

More than $1 million, alone or with a spouse or partner, excluding the value of your primary residence.

License

Holding a FINRA Series 7, 65, or 82 license in good standing — independent of income or net worth.

Do you measure income and net worth on your own, or jointly with a spouse or partner?

Do you hold a FINRA Series 7, 65, or 82 license in good standing?

Did your income exceed $200,000 individually in each of the last two years, with the same expected this year?

Is your net worth over $1 million — individually or jointly — excluding your primary residence?

Answer the questions above to continue.

Your income and net-worth figures stay on your device — nothing you enter here is sent or stored.

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