How do I verify my accreditation?

Per SEC guidelines, you will need to verify your accreditation status to invest 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. Requirements for the documentation are listed at the bottom of this article.

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If you select “Upload a New Document”, a window will pop up, asking you to select the documentation you would like to upload and to provide some information about the document. You are welcome to upload as many individual documents as you need.

 

Another option will be to upload a 3rd-party attestation letter. Once this letter has been signed by a licensed 3rd-party (e.g., your CPA, Lawyer, or investment advisor), select “Upload a 3rd-Party Verification” to upload the executed letter.

 

If you do not have a signed attestation letter but would like to use a 3rd-party for verification purposes, you can select the third option, “Obtain a 3rd-Party Verification.” This option will require you to enter contact information for your chosen licensed 3rd-party, and we will reach out to them to collect a signed attestation letter.





I am accredited based on Assets  

 

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).

 

I am accredited based on Income

 

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 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).

 

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.

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