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Getting started with Yieldstreet for Equity Trust clients

August 25, 2023 • 3 min read

Equity Trust and Yieldstreet teamed up to make it adding alternative assets to your retirement account as easy as buying a stock.

Through Equity Trust’s new WealthBridge portal, you can securely connect to Yieldstreet and make an investment in minutes. No forms, approvals, or manual transfers like typically required.

Here’s everything you need to know.

Before I connect to Yieldstreet:

What is WealthBridge?

WealthBridge is new technology that securely links Equity Trust accounts to Yieldstreet through your myEQUITY portal. This removes the need to manually set up an account with Yieldstreet, so you’re ready to invest in a matter of minutes.

How do I connect my Equity Trust account to Yieldstreet?

To get started with Yieldstreet, go to the WealthBridge section on myEQUITY.

Find Yieldstreet and click “Connect now.” After answering a few questions, you’ll be all set to add your first Yieldstreet investment to your Equity Trust account.

If you already have a Yieldstreet account prior to connecting your Equity Trust account, be sure the email used on myEQUITY matches the email used on Yieldstreet. If you do not have a myEQUITY account, Equity Trust clients can enroll here.

After I connect:

How do I access Yieldstreet and find investments?

Once you connect your myEQUITY account to Yieldstreet, all investing activities are completed on the Yieldstreet website or app.

You can log in to Yieldstreet with the same email as myEQUITY and the password you created when connecting your account.

Download the Yieldstreet app from the App Store or Google Play to invest and monitor your portfolio on the go.

Where can I find investments?

Head to the Yieldstreet investments page to browse available investment opportunities. Be sure to toggle the “IRA Eligibility” filter to “On” so you only see eligible investments.

How are funds transferred when I invest?

Funding from your Equity Trust account is automatically wired to Yieldstreet after you make an investment.

Be sure you have adequate funds available before submitting your investment request.

Can I invest on Yieldstreet without an IRA?

You can add a taxable account to your Yieldstreet profile here.

Non-IRA accounts offer access to additional investments on Yieldstreet without rules governing contributions and distributions.

How do I get support?

The easiest way to connect with a Yieldstreet representative is through our Support Center. You can also chat live with Yieldstreet by clicking the mint-colored speech bubble at the bottom right of your screen.

After making my first investment:

How do I track my investment?

You can see investments both on myEQUITY and on your Yieldstreet dashboard.

You can access Quarterly Performance Updates that provide detailed commentary on each investment’s progress from your dashboard.

How do I receive proceeds from my investment?

When payments are made or your principal is returned, funds will be automatically wired back to your Equity Trust account.

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We believe our 10 alternative asset classes, track record across 470+ investments, third party reviews, and history of innovation makes Yieldstreet “The leading platform for private market investing,” as compared to other private market investment platforms.

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 net annualized return, using an internal rate of return (IRR) methodology, with respect to the matured investments shown in your Portfolio experience, utilizing the effective dates and amounts of subscriptions and distributions to and from the investments, net of management fees and all other expenses charged to the investments.[read more]

³ "Annual interest," "Annualized Return" or "Target Returns" represents a projected annual target rate of interest or annualized target return, and not returns or interest actually obtained by fund investors. “Term" represents the estimated term of the investment; the term of the fund is generally at the discretion of the fund’s manager, and may exceed the estimated term by a significant amount of time. Unless otherwise specified on the fund's offering page, target interest or returns are based on an analysis performed by Yieldstreet of the potential inflows and outflows related to the transactions in which the strategy or fund has engaged and/or is anticipated to engage in over the estimated term of the fund. There is no guarantee that targeted interest or returns will be realized or achieved or that an investment will be successful. Actual performance may deviate from these expectations materially, including due to market or economic factors, portfolio management decisions, modelling error, or other reasons.

⁴ Reflects the annualized distribution rate that is calculated by taking the most recent quarterly distribution approved by the Fund's Board of Directors and dividing it by prior quarter-end NAV and annualizing it. The Fund’s distribution may exceed its earnings. Therefore, a portion of the Fund’s distribution may be a return of the money you originally invested and represent a return of capital to you for tax purposes.

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, excluding our Short Term Notes and Structured Notes programs, 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 June 30, 2024, after deduction of management fees and all other expenses charged to investments.

⁷ Investors should carefully consider the investment objectives, risks, charges and expenses of the Yieldstreet Alternative Income Fund before investing. The prospectus for the Yieldstreet Alternative Income Fund contains this and other information about the Fund and can be obtained by emailing [email protected] or by referring to www.yieldstreetalternativeincomefund.com. The prospectus should be read carefully before investing in the Fund. Investments in the Fund are not bank deposits (and thus not insured by the FDIC or by any other federal governmental agency) and are not guaranteed by Yieldstreet or any other party.

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⁹ Statistics as of the most recent month end.

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Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by Yieldstreet or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.

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Investing in private placements requires long-term commitments, the ability to afford to lose the entire investment, and low liquidity needs. This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Yieldstreet™ is not registered as a broker-dealer. Yieldstreet™ does not make any representation or warranty to any prospective investor regarding the legality of an investment in any Yieldstreet Securities.

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