Introducing AutoInvest

Invest in offerings that match your personalized criteria.

Why AutoInvest?

AutoInvest gives you allocations in investments designed to fit your investing goals before the offering is released publicly. That means no more lock outs, inconvenient timing, or hitting that refresh button.

So let our technology curate your investments as part of your efforts to build a diversified portfolio across multiple offerings and asset classes.

Features

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Potential diversification

Yieldstreet prefunds transactions using our $300M in warehouse credit facilities, so all transactions are closed and held on our balance sheet prior to launching on our platform.

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Efficiently deploy capital

Yieldstreet is the only platform to participate in multiple verticals and we are continuously looking for the right partner to bring new asset classes to market.

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Cashflows

With over 190,000 users on our platform, we actively connect accredited investors to asset-based alternative investments.

How does it work?

Step 1

Configure preferences

List your investing preferences, including investment size, asset class, duration, and yield.

Step 2

Fund your account

Create a more seamless investing experience by funding your Yieldstreet Wallet.

Step 3

Invest

Get notified and respond in 24 hours to investments selected just for you.

Get started

The pilot alpha program is currently open to a limited group of participants.
click this down arrow to expand this particular frequently asked question: What happens if I don’t want to invest in a matched offering?
What happens if I don’t want to invest in a matched offering?
We plan to use the alpha program to better understand how investors interact with AutoInvest. We’ll only send offerings that match your primary criteria, like your preferred asset classes and your maximum investment amount. Please note that secondary criteria like desired term and yield are also used to determine who receives an AutoInvest allocation, but they will not prevent you from receiving an allocation. You will be able to skip an allocation, but AutoInvest was developed as a passive investing feature to help diversify your portfolio.Skipping numerous allocations will impact your chances of receiving allocations in the future.If you think you’ll skip several opportunities, AutoInvest may not be right for your needs.
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click this down arrow to expand this particular frequently asked question: How do I confirm my investment?
How do I confirm my investment?
When you receive your allocation offer via email, click the confirmation button—it’ll bring you to the investment confirmation page where you will go through the investment steps to confirm your allocation. Remember—you will lose your reserved allocation if it is not confirmed within 24 hours.
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click this down arrow to expand this particular frequently asked question: Can I invest using my entity or IRA?
Can I invest using my entity or IRA?
For the pilot program, we will only be able to support investor accounts that have a Yieldstreet Wallet. We hope to support all account types in future iterations of the program.
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click this down arrow to expand this particular frequently asked question: Can I still invest in other opportunities on the Yieldstreet marketplace?
Can I still invest in other opportunities on the Yieldstreet marketplace?
Yes! We encourage you to invest in any open opportunity that interests you—you can even invest multiple times if you want to add funds to your original AutoInvest allocation.
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click this down arrow to expand this particular frequently asked question: Are there associated fees?
Are there associated fees?
We will not charge any fees in the pilot program for AutoInvest.
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click this down arrow to expand this particular frequently asked question: Where is the cash in my account held?
Where is the cash in my account held?
Your funds will be held in an FDIC insured account at Evolve Bank, where it will earn 0.20% annual interest while you wait for your next investment.
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click this down arrow to expand this particular frequently asked question: How do I see reporting/progress?
How do I see reporting/progress?
AutoInvest investments will be displayed the same way as all other investments in your portfolio. Once registered, you will also find a new AutoInvest tab in your portfolio where you can edit and manage your preferences any time. Please note any changes made will always be effective for the next round of AutoInvest.
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