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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?
What is the process for including my partner or spouse in my account?
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?
What are the benefits for each membership tier within the Loyalty Program?
How does having multiple investor accounts affect my loyalty tiers?
How do I obtain tier membership status?
Once I gain tier membership status, how long do I have it for?
Are there costs associated with having tier membership status?
Is it possible to gift or transfer my tier membership status to someone else?
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