As we seek to offer more products managed by third parties, we have become a broker-dealer that is overseen by FINRA, the regulatory authority overseeing all U.S. brokerages, in addition to the Securities and Exchange Commission (SEC).
As a broker-dealer, we are required to ask you two short sets of questions:
Additional personal information
Investment preferences and risk tolerance
This information helps us better understand your financial profile so we can offer a more personalized investing experience and recommend investments that align with your goals.
To update each of your account(s), visit your Yieldstreet Portfolio.
You are required to update your account to make investments starting in August 2025. Please note, If you have multiple accounts open (for example, an IRA and an Individual account), you must answer the additional questions separately for each account.