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Create a Yieldstreet IRA in 3 easy steps
by Yieldstreet | Staff
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.
Published:
04/21/2021
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1 Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses.
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]
3 "Annual interest" or "Annualized Return" represents an annual target rate of interest or annualized target return and "term" represents the estimated term of the investment. Such target interest or target returns and estimated term are projections of the interest or returns and or term and may ultimately not be achieved. Actual interest or returns and term may be materially different from such projections. This targeted interest or returns and estimated term are based on the underlying investments held by the applicable.
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5 Represents the sum of the interest accrued in the statement period plus the interest paid in the statement period.
6 The internal rate of return ("IRR") represents an average net realized IRR with respect to all matured investments weighted by the investment size of each individual investment, made by private investment vehicles managed by YieldStreet Management, LLC from July 1, 2015 through and including Dec 22th, 2021, after deduction of management fees and all other expenses charged to investments.
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