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Help Center

Account Setup and Help

Account Setup and Help

Learn more about setting up your account. This includes topics such as investing with your SD-IRA and how to change your password.

Account Setup and Help

How to set up your CrowdStreet profile

How do I update my password?

What is a beneficiary? Can I designate one on my CrowdStreet account?

How to Unsubscribe from CrowdStreet Emails

Trusted contact overview

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Investing Account Help

Preparing your Investing Account to meet new requirements

What is an Investing Account on the CrowdStreet platform?

How to create or update an Investing Account

Can I invest with my 401k?

Can I invest with my Self-Directed IRA (SD-IRA) account?

Investing with a Self-Directed IRA (SD-IRA)

How to add a second signatory to your Investing Account

Investor Suitability Questions

Supporting documents needed per Investing Account

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