Consolidating retirement accounts often seems like a lengthy and complicated process, however beneficial it seems. We kept this in mind when creating the Yieldstreet Individual Retirement Account (IRA) and were determined to offer Yieldstreet members a fast and easy way to help diversify their retirement portfolio outside of the stock market. In just three easy steps, you can be ready to invest with your IRA on Yieldstreet.
Step 1: From the accounts page on your portfolio add a new account, selecting the Yieldstreet IRA option. Then designate whether you would like to create a Traditional or Roth IRA.
Provide legally-required personal information: your government ID; beneficiary information; and documents to support your investor accreditation status. Or, if you already have an existing taxable account with us, you can simply recycle the information previously provided.
Step 2: Fund your account
Fund your Yieldstreet IRA by transferring funds from another IRA account. Simply search for your current account provider (custodian) on our site.
Finally, enter your current account number for this account, and tell us how much liquid cash you want to bring over.
We handle the rest, and funds should arrive in your Yieldstreet wallet within 10 business days.
You can also fund your account by rolling over funds from an eligible 401(k) plan. Your current employer might also allow you to roll over funds whilst still being employed there.
Based on the amount deposited into your Yieldstreet IRA over the 2021 calendar year, low account maintenance fees will be charged.
Step 3: Once we’ve received your funding request, we will send you a Yieldstreet IRA welcome packet for e-signing. Once you’ve signed, your account will be fully set up, and as soon as funds arrive in your Yieldstreet Wallet you’ll be ready to invest and closer to realizing your next level.
What's Yieldstreet?
Yieldstreet provides access to alternative investments previously reserved only for institutions and the ultra-wealthy. Our mission is to help millions of people generate $3 billion of income outside the traditional public markets by 2025. We are committed to making financial products more inclusive by creating a modern investment portfolio.
Yieldstreet Portfolio Snapshot: Q4 2021
Yieldstreet’s mission is to provide investors access to private market alternative investments. Yieldstreet’s platform offers a curated selection of investment opportunities that were previously only available to institutions and the ultra-wealthy. Yieldstreet’s 20+ investment professionals analyze and partner with industry-leading specialists to assess and perform due diligence on every investment offered with the goal of […]
10 months ago
Product Update: Investment Tracker
At Yieldstreet, we are always striving to provide our investors with more transparency and control over their investment portfolio. Talking to our investor base, we identified a need to provide additional context on the status of their investment request. Therefore, we are proud to launch a brand new experience when submitting an investment on Yieldstreet. […]
a year ago
2 Represents an average net realized internal rate of return (IRR) with respect to all matured investments in your portfolio, utilizing the effective dates and amounts to and from the investments and net of management fees and all other expenses charged to the investments. Past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. All securities involve risk and may result in significant losses, including the loss of principal invested.[read more]