top of page
Whitaker-Street-Consulting-logo

Investor Suitability & Accreditation Questionnaire

This questionnaire helps us determine if you meet the standards of an accredited investor. Please note that all information provided is strictly confidential and used solely for compliance purposes. This document does not constitute investment advice.

Investor Suitability Form

Verify accreditation: net worth over $1M (excluding home) OR income over $200K ($300K joint) for two years with similar expectations. Fully private.

Net worth verification
Less than $1,000,000
$1,000,000 – $5,000,000
Over $5,000,000
Annual income qualification
Less than $200,000
$200,000 – $300,000
Over $300,000
CPA letter confirmation
Yes
No

Do you have a CPA letter confirming your accredited investor status?

Upload CPA Letter

Drag and drop or click to browse (PDF, JPG, PNG)

CPA Letter Submission

Investors may provide a letter from a CPA, attorney, or other qualified professional confirming their status as an accredited investor. Please upload the document below or choose to provide it later.

I will provide a CPA letter upon request instead of uploading now.

bottom of page