Due to FINRA and MSRB regulations, we are required to obtain financial information from you, which is reasonably sufficient for us to determine that an investment purchased through Neighborly is suitable for you, given your investment profile. We’re working to widen access to local investing to as many people as possible. If you’re based in the U.S. and would like wider access to investment opportunities, tell us your story. Your experiences help us make the case for opening up local impact investing.
Because everyone’s circumstances are different, we ask about your net worth in order to ensure we have a complete picture of your financial situation. For example, you may have no current income but have accumulated sufficient savings to fund the investments you’re planning to make.