Investor Eligibility

Accreditation

Our offerings are open to accredited investors. Here is what that means and how verification works.

Last updated: November 12, 2026

Why accreditation matters

Trust 2 Capital generally offers its investments under Rule 506(c) of Regulation D. This rule allows us to talk about our offerings publicly, but every investor must be an accredited investor, and we are required to take reasonable steps to verify that status before you invest.

Who qualifies as an individual

Under SEC Rule 501(a), you are generally an accredited investor if you meet at least one of these tests:

IncomeEarned income over $200,000 in each of the last two years, or over $300,000 together with a spouse or spousal equivalent, and expect the same this year.

Net worthNet worth over $1 million, alone or together with a spouse or spousal equivalent, not counting the value of your primary residence.

Professional licenseYou hold a Series 7, Series 65 or Series 82 license in good standing.

Fund insidersYou are a "knowledgeable employee" of the private fund that is making the offering.

Who qualifies as an entity

Trusts, corporations, LLCs, partnerships and certain other entities with more than $5 million in assets that were not formed to make this specific investment. A trust must also be directed by a sophisticated person.
Entities owning more than $5 million in investments that were not formed to make this specific investment.
Entities in which every equity owner is an accredited investor.
Certain family offices with more than $5 million in assets under management, and their family clients.
Banks, registered broker dealers, registered investment advisers and certain other institutions.

How verification works

Before you invest, we or our verification partner will confirm your status using one of these methods:

Third party letter. A written confirmation from your CPA, attorney, registered investment adviser or registered broker dealer that they have verified your status within the last three months. This is usually the fastest option.
Income documents. IRS forms such as W-2s, 1099s or tax returns for the last two years, plus your written statement that you expect to qualify this year.
Net worth documents. Recent bank, brokerage or other asset statements and a credit report, plus your written statement listing any liabilities.
License check. Confirmation of your Series 7, 65 or 82 license through FINRA BrokerCheck.

Your documents are used only to verify eligibility and are handled confidentially. See our Privacy Policy.

Rules can change

The SEC periodically reviews the accredited investor definition and is considering adding other professional credentials. The criteria above reflect the rules as of the date of this page. This page is a general summary, not legal advice. Talk with your own advisers about your situation.

Not sure if you qualify?

Reach out and we will walk you through it.