Account Editability

As investors, it is 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.  It is therefore important to understand when you are able to update items in your investing account and when you are not, since there are times during the investment workflow where you will not be able to do so yourself.  When assistance is needed, please contact us at help@crowdstreet.com.

The table below outlines noteworthy instances when account information can or cannot be edited independently.

 

Offer Submitted (no other offers or investments)

Offer In-Progress (or any Invested or Divested positions)

Legal Investing Account Name

Yes

No

Account Nickname

Yes

Yes

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

Is Accredited? 

Yes

Yes

Account: Mailing Address

(all fields: address, city, state, zip, country)

Yes

Yes

SSN / EIN

Yes

No

 

Preferred Distribution Payment Method:

 

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, as it is crucial that the custodian’s information is entered in your account’s address, Tax ID, and all distribution instructions.

 

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

Please note: The known custodians are Millennium Trust, Equity Trust, and Entrust.

Preferred Distribution Payment Method:

 

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