Let's get you set up

Takes about 8 minutes. We verify accreditation per Reg D 506(c) before any deal-level access is granted.

Your information

First name

Last name

Email

Phone

Investor type

Account security

Password

Must contain at least one number and one symbol.

Step 2 of 4 Accreditation

Accreditation method

How would you like to verify?

Securities law requires verification (not just affirmation) for 506(c) offerings. Pick whichever method is easiest for you.

Verified accreditation is good for 90 days. Once verified, you have full access to the marketplace. After 90 days, we'll ask for a quick re-verification before your next pledge.

Income verification — fastest

Upload last two years of tax returns or W-2s showing $200K+ individual income or $300K+ joint. Verified in 24 hours.

Net worth verification

Upload financial statements showing $1M+ net worth excluding primary residence. Or use letter from CPA, attorney, or registered investment advisor.

Professional certification

Hold Series 7, 65, or 82? Provide your CRD number and we'll verify electronically.

Third-party verification letter

If you've been verified by another platform (Verify Investor, Parallel Markets, etc.) within the last 90 days, you can upload that letter.

Step 3 of 4 Upload documents

Documentation

Upload your verification documents

Most uploads are reviewed within 24 hours. We'll email you the moment your account is verified.

2024 and 2025 tax returns

Drop files here or browse

PDF, JPG, PNG · Up to 10MB per file

Investment preferences

Target investment per deal

Annual investment target

Step 4 of 4 Review & submit

Almost done

Review and accept

Read and acknowledge the terms below to complete your application.

I certify I am an accredited investor as defined under Rule 501(a) of Regulation D and consent to OPM Exchange's verification process.

I understand that investments offered through OPM Exchange are illiquid, may result in loss of principal, and are not insured by the FDIC, SIPC, or any government agency.

I have read and agree to the Investor Terms of Service, Privacy Policy, and Subscription Agreement Framework.

Send me email updates when new deals matching my preferences are listed.

Application submitted

We'll verify your accreditation within 24 hours and email you the moment your account is live. In the meantime, you can browse our public marketplace listings.

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