As investors, it’s important that your Investing Account information remains up-to-date since sponsors use your account information to prepare your tax documents, send distributions, and contact you.
Therefore, it’s important to understand when you can update items in your Investing Account and when you can’t, since there are times during the investment workflow where you will not be able to do so yourself.
This table outlines noteworthy instances when account information can or cannot be edited by you. When assistance is needed, contact us at help@crowdstreet.com.
Note: you can’t edit account information while your CrowdStreet Account Agreement is in progress or under review.
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|
Offer Submitted (no other offers or investments) |
Offer In-Progress (or any Invested or Divested positions) |
|
Legal Investing Account Name |
Yes |
No |
|
Account Type |
Yes |
No |
|
Corporation: Corporation Type |
Yes |
Yes |
|
Joint: Joint Account Type |
Yes |
Yes |
|
Single member LLC: Is Disregarded Entity? |
Yes |
Yes |
|
Trust: Trust Type |
Yes |
Yes |
|
Limited liability company: Tax Classification |
Yes |
Yes |
|
Are you an accredited investor? |
Yes |
Yes |
|
Account: Mailing Address (all fields: address, city, state, zip, country) |
Yes |
Yes |
|
SSN / EIN |
Yes |
No |
Preferred distribution payment method for a non-IRA account:
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|
Offer Submitted (no other offers or investments) |
Offer In-Progress (or any Invested or Divested positions) |
|
Funding - ACH instructions |
Yes |
Yes |
|
Funding - Wire instructions (all fields) |
Yes |
Yes |
|
Funding - Mail (Mailing Address) (all fields) |
Yes |
Yes |
IRA Investing Accounts
The workflow and editability for SD-IRA investors is a bit different, thus it’s crucial that the custodian’s information is entered in your account’s address, Tax ID, and all distribution instructions.
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|
Offer Submitted (no other offers or investments) |
Offer In-Progress (or any Invested or Divested positions) |
|
IRA: Custodian Name |
Yes |
No |
|
IRA: Type |
Yes |
No |
|
IRA: Account Number |
Yes |
No |
|
IRA: Other Custodian Name |
Yes |
No |
|
IRA: Mail (Mailing Address) (all fields) |
Yes (except, data for known custodians is pre-populated, and uneditable) |
No |
|
IRA: SSN/EIN |
Yes (except, data for known custodians is pre-populated, and uneditable) |
No |
Note: The known custodians are Millennium Trust and Equity Trust.
Preferred distribution method for an IRA account:
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|
Offer Submitted (no other offers or investments) |
Offer In-Progress (or any Invested or Divested positions) |
|
Funding - ACH instructions |
Yes (unless using a known custodian) |
No |
|
Funding - Wire instructions (all fields) |
Yes (unless using a known custodian) |
No |
|
Funding - Mail (Mailing Address) (all fields) |
Yes (unless using a known custodian) |
No |