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Retirement investing on Yieldstreet is now powered by Equity Trust

May 10, 2023 • 2 min read

Yieldstreet has partnered with Equity Trust, one of the largest self-directed IRA custodians in the U.S., to provide greater options and an improved experience for retirement accounts.

Starting Friday, May 4, 2023, Equity Trust will be the custodian of all new retirement accounts opened on Yieldstreet. Investing works the same as before; your account is just held with a new custodian.

Key benefits of Equity Trust

Access to a wide range of account types (traditional and Roth IRAs, Solo 401(k), SEP IRA, and more)
Dedicated customer support
45+ years of financial services experience and $39B+ in assets under custody and administration (as of 1/31/23)

How it works

Follow these three simple steps to start adding private markets to your retirement account:

Log into Yieldstreet and add a “Self-Directed IRA” account
After being redirected to Equity Trust, complete a brief application and fund your account
Once your account is opened, connect via WealthBridge to Yieldstreet

From there, you can browse Yieldstreet offerings and invest. Funding is automatically transferred from your Equity Trust account.

Please ensure the email you use with Equity Trust is the same as on Yieldstreet.

Pricing

Unlike many custodians with complex fee structures, Equity Trust retirement accounts have a flat annual fee based on the value of your portfolio.

Many investors will pay less in fees with Equity Trust than with our prior custodian.

Additional fees may apply.

Existing Yieldstreet IRA accounts

If you have an existing Yieldstreet IRA, your account will stay with its current custodian for now. We will notify you in advance of any changes in the future.

Important disclosure: Equity Trust receives compensation for investments made by their clients in Yieldstreet products, creating a conflict of interest. Equity Trust is not a client or investor in any Yieldstreet products. Read more.

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.

Getting started with Yieldstreet for Equity Trust clients

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