If you are not at least an accredited investor, then you are not currently eligible to invest in Allocate offerings. There are several methods you can u...

Unfortunately, Allocate offerings are not available to investors who do not qualify as accredited investors.

Please refer to the following chart to learn which type of third-party verification is accepted by Allocate.   ACCEPTED NOT ACCEPTED Certified Public ...

You may submit the following tax documents: 1040, W2, K1, or 1099s. Please note that to qualify based on income, the requirement is $200K/yr for each of...

Please refer to the following chart to learn what asset and liability documentation is accepted by Allocate. We must see that your net worth (assets – l...

As of March 2021, for all accredited investor accreditation methods, your status will be valid for 5 years from the date you are verified on our platform. F...

Unlike the accredited investor qualification status, you will need to re-attest your status for each investment that you make. We will rely on a written rep...

Accredited investors are a special classification of sophisticated investors for whom the SEC deems the protections offered under the United States Securiti...