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YIELDSTREET X EQUITY TRUST

Instant access to a wide range of investment options

Curated private market alternatives for your Equity Trust account are just a few clicks away.

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.

Yieldstreet at a glance10

$3.2B+

invested since inception in 2015

420k+

trusted members and counting

9.8%

realized net annualized return

We’ve redefined how you invest in your IRA

Equity Trust and Yieldstreet teamed up to make it possible to invest with your retirement account in minutes.

1

Connect from myEQUITY

Your account is securely linked to Yieldstreet through our new WealthBridge platform.

2

Browse investments

Discover our wide range of curated private market opportunities.

3

Invest in a few clicks

Funding is automatically transferred. No forms or manual transfers required.

A one-stop shop for your IRA

Highly-vetted alternative investments across a wide range of asset classes — all in one place.

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Real Estate

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Private Credit

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Private Equity & Venture Capital

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Crypto

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Short Term Notes

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Structured Notes

The Yieldstreet advantage

Our goal is to make it delightfully easy to add private market alternatives to your IRA.

Strong returns through multiple market cycles

Since Yieldstreet’s inception in 2015, our investments have historically outperformed a typical IRA portfolio of stocks and bonds.

Low, transparent fees

Yieldstreet does not charge any account fees. Target and realized returns we publish are inclusive of all fees.

Knowledgeable support when you need it 

Yieldstreet and Equity Trust IRA professionals are just a click or call away.

Effortless IRA investing starts here

Explore our wide range of investments by connecting your myEQUITY account now.

Learn more about Yieldstreet

Getting started on Yieldstreet for Equity Trust clients

Your questions, answered.

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Yieldstreet and Equity Trust announce strategic partnership to expand IRA access to private markets

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Yieldstreet and Equity Trust announce strategic partnership to expand IRA access to private markets

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Why add private market alternatives to your retirement account?

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Why add private market alternatives to your retirement account?

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10. Source: Yieldstreet. From July 1, 2015 through February 28, 2023.

The realized net annualized return represents a historical average net realized return, using an internal rate of return (IRR) methodology, with respect to all matured investments, except our Short Term Notes program, weighted by the investment size of each individual investment, made by private investment vehicles managed by YieldStreet Management, LLC, after deduction of management fees and all other expenses charged to investments. Past Performance is not indicative of future results.

Cumulative historical interest and principal returns since inception are based on unaudited internal calculations, are subject to change, and may differ from fund returns and payments that an investor will actually receive.

11. The realized net annualized return represents a historical average net realized return, using an internal rate of return (IRR) methodology, with respect to all matured investments, except our Short Term Notes program, weighted by the investment size of each individual investment, made by private investment vehicles managed by YieldStreet Management, LLC since inception in 2015 through Q3 2022, after deduction of management fees and all other expenses charged to investments. All calculations are based on unaudited internal calculations, are subject to change, and may differ from the fund performance, returns and payments that an investor will actually receive. Numbers presented are rounded to the nearest decimal.

The Traditional Portfolio represents a custom blend calculated by Yieldstreet of the S&P 500 Index (60%) and Bloomberg US Aggregate Bond Index (40%) from Q1 2015 to Q3 2022. Yieldstreet’s historical investment offerings and holdings in a Traditional Portfolio differ materially. Financial indices assume the reinvestment of dividends and do not reflect the impact of fees, taxes and other expenses. Indices are unmanaged, and you cannot make a direct investment in an index. Statistical data of the indices has not been independently verified by Yieldstreet

12. Source: Yieldstreet. From July 1, 2015 through February 28, 2023.

The realized net annualized return represents a historical average net realized return, using an internal rate of return (IRR) methodology, with respect to investments in the asset class, weighted by the investment size of each individual investment, made by private investment vehicles managed by YieldStreet Management, LLC, after deduction of management fees and all other expenses charged to investments. Past Performance is not indicative of future results.  

Returns are based on unaudited internal calculations, are subject to change, and may differ from fund returns and payments that an investor will actually receive.

Yieldstreet is not an affiliate of Equity Trust Company (“Equity Trust”). As Equity Trust is a directed custodian, like any investment, it is your responsibility to conduct your own due diligence before investing and before choosing a provider that is right for you. Investing involves risk, including possible loss of principal. Equity Trust makes no recommendation or representations as to any provider or the needs generally of any IRA owner or any IRA. Any information communicated by Equity Trust is for informational purposes only and should not be construed as tax, legal, or investment advice. Clients are in no way obligated to invest with Yieldstreet and are free to select any provider or investment as they deem appropriate. No customer may rely on any statement made by Equity Trust or any of its officers, directors, employees, or agents for any decisions regarding Yieldstreet. Whenever making a decision related to your account, please consult with your tax, financial, or legal professional

Pursuant to a services agreement, Equity Trust will receive a payment, in general terms, of one percent of the amounts that each Equity Trust IRA account holder invests in Yieldstreet offerings. This relationship creates a material conflict of interest given there is a financial benefit for Equity Trust to participate in this partnership with Yieldstreet. While Equity Trust offers no investment advice or investment advisory services to their customers, it does receive a financial benefit when a client invests with Yieldstreet and it has an interest in the success of this partnership with Yieldstreet. Equity Trust may not have made these positive statements about or otherwise be associated with Yieldstreet were it not for the overall partnership and asset-based compensation arrangement.

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.

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 program, 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 July 18th, 2022, 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 Prism Fund before investing. The prospectus for the Yieldstreet Prism Fund contains this and other information about the Fund and can be obtained by emailing [email protected] or by referring to www.yieldstreetprismfund.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.

8 This tool is for informational purposes only. You should not construe any information provided here as investment advice or a recommendation, endorsement or solicitation to buy any securities offered on Yieldstreet. Yieldstreet is not a fiduciary by virtue of any person's use of or access to this tool. The information provided here is of a general nature and does not address the circumstances of any particular individual or entity. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of this information before making any decisions based on such information.

No communication by YieldStreet Inc. or any of its affiliates (collectively, “Yieldstreet™”), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by YieldStreet Management, LLC pursuant to a written advisory agreement between such entity and the recipient. Nothing on this website is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Yieldstreet believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.

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.

Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest.

Alternative investments should only be part of your overall investment portfolio. Further, the alternative investment portion of your portfolio should include a balanced portfolio of different alternative investments.

Articles or information from third-party media outside of this domain may discuss Yieldstreet or relate to information contained herein, but Yieldstreet does not approve and is not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party articles, do not constitute an approval or endorsement by Yieldstreet of the linked or reproduced content.

Investing in securities (the "Securities") listed on Yieldstreet™ pose risks, including but not limited to credit risk, interest rate risk, and the risk of losing some or all of the money you invest. Before investing you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties and risks, including all uncertainties and risks described in offering materials; and (3) consult with your own investment, tax, financial and legal advisors. Such Securities are only suitable for accredited investors who understand and are willing and able to accept the high risks associated with private investments.

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.

Banking services are provided by Evolve Bank & Trust, Member FDIC.

Investment advisory services are only provided to clients of YieldStreet Management, LLC, an investment advisor registered with the Securities and Exchange Commission, pursuant to a written advisory agreement.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf. Our company never receives or stores any of this information and our third parties do not provide or sell this information to any other company or service.

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