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SoFi FAQ arrow Professional Investor Application arrow 4What documents can I use as proof?

To verify your assets, you can provide any of the following (issued within the last 12 months):

  • Bank or Investment Account Statements: Showing your name and asset balance.

Combining Accounts: You can use statements from multiple financial institutions. Just ensure they are all from the same calendar month  (for monthly statements) or the same calendar date (for daily statements).

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