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Who determines if I am an accredited or unaccredited investor?
Who determines if I am an accredited or unaccredited investor?

Does Worthy determine if someone is an accredited investor or not?

Madison Hord avatar
Written by Madison Hord
Updated over a week ago

We at Worthy are not involved with the process of determining whether or not you are an accredited investor - it's a self-regulating element. We do not monitor or approve anyone for that status - our obligation is to disclose the requirements and it is up to each customer to manage their investments accordingly. As referenced elsewhere, while there are no limitations on investment for accredited investments, unaccredited investors are limited to purchasing up to 10% of their annual income or net worth, whichever is greater.

Please note, the SEC requires us to have unaccredited investors re-confirm all auto-investment purchases as a reminder for these customers to keep their investment limits in mind.

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