How do I verify my accreditation?

Per SEC guidelines, you will need to verify your accreditation status when investing with Wunder. As such, we have included an accreditation verification step within our online investment process:

Step 1: When prompted, select on which basis you’re accredited.

 

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Step 2: Select a method to prove your accreditation status. 

 

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During the second step, you will have three options to choose from when verifying your accreditation status:

  1. Upload Documents Indicating Net Assets. If you select this option and click on the blue "Upload a New Document" link, a window will pop up, asking you to select the document you would like to upload and to provide some information about it. You're welcome to upload as many documents as needed.
  2. Upload a 3rd-party Verification. Select this option if you already have a signed attestation letter from a licensed 3rd-party (e.g., your CPA, Lawyer, or investment advisor). You will then be asked to simply upload the letter. 
  3. Obtain a 3rd-Party Verification. If you do not already have an accreditation attestation letter that is signed by a 3rd-party (e.g., your CPA, Lawyer, or investment advisor) but would like to use one, you can select this option. You will then be asked for your 3rd-party's contact information, and we will reach out to them to collect a signed attestation letter.

Once you have uploaded your accreditation evidence and completed your new investment, Wunder will review the documentation to confirm your status and move your investment forward. If for any reason the accreditation evidence is invalid, we will reach out to you directly.

 

Asset-Based Accreditation Documentation  

As a reminder, if you are accredited based on assets, you must have a net worth of over $1 million in assets (not including your primary residence), either individually or jointly with your spouse. If you meet this requirement, there are two ways to verify you accreditation status when prompted:

  1. Upload documents that show your net worth exceeds $1 million in assets, excluding your primary residence. This can be in the form of official statements from regulated financial institutions, like a bank account or a recent asset appraisal. Documentation must include your full name and a recent date (within the past 3 months), but you are welcome to redact any sensitive information such as account numbers.
  2. Upload a signed attestation letter from your CPA, lawyer, investment advisor, or investment broker confirming your accreditation status. The letter must include your full name and a recent date (within the past 3 months).

 

Income-Based Accreditation Documentation

As a reminder, if you are accredited based on income, you will need to have earned an income of $200,000 annually for each of the last two years if single, or $300,000 annually for each of the last two years if married and filing taxes jointly with your spouse. You must also have an expectation that your income will be at a similar level for this coming year. If you meet this requirement, there are two ways to verify you accreditation status when prompted:

  1. Upload official tax documentation (e.g., W2’s, 1040’s, etc…) or pay stubs confirming that your annual income has met the appropriate requirements for the past 2 tax years.
  2. Upload a signed attestation letter from your CPA, lawyer, investment advisor, or investment broker confirming your accreditation status. The letter must include your full name and a recent date (within the past 3 months).

 

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