Set up your account
Dive into accreditation, account types, and managing your account
How do I update my account details?
Who can invest in Yieldstreet offerings?
Can I add beneficiaries to my account?
Can I transfer my investment(s) to another investor account?
How do I enable Two Factor Authentication (2FA) on my account?
What if I lose my Two Factor Authentication (2FA) device?
How frequently do I need to update accreditation information?
What third-party agents are appropriate to confirm my accreditation?
What documentation must I provide to confirm accreditation if I am investing on behalf of an entity?
What documentation can I provide to confirm my accreditation via net worth?
What can I invest in if I am not an accredited investor?
What documentation do I need to provide to verify accreditation with an active CRD number?
What income verification documents are acceptable to use to confirm my accreditation?
What documentation must I provide to confirm accreditation if I am investing on behalf of my trust?
What is the Yieldstreet Loyalty Program and how does it work?
What tax documents will I receive if I have invested in Short Term Notes?
Does Yieldstreet provide any tax, legal or accounting advice?
What tax documents will I receive and when?
About Plaid
Linking a bank account via Plaid with micro-deposit verification
What is the process for including my partner or spouse in my account?