How to add a second signatory to your Investing Account

It is often required to have two people sign closing documents when the investment is made by a married couple or an LLC or trust with common ownership by two people. CrowdStreet allows investors to have two signatories on their investing account, where both can e-sign in DocuSign. If your particular circumstances require more than two signatories, please contact us directly by emailing help@crowdstreet.com.

Adding a second signatory

  • Select the account you would like to add a second signatory to.
    • If you would like to create a new investing account, please refer to the following article: How to create or update an investing account
    • Ensure that the Name of the investing  account accurately reflects how it should be written on your future K-1 tax documents (e.g. in the case of a joint investing account, it should include the names of both partners). 
  • Click on ‘Account Members’ and then ‘+ Add new member.’
  • Choose if they are an investor member or supporting member
  • Enter the Name and Email into their respective fields.
  • Ensure that they are  set up to be a signatory.

 

  • Click ‘Send Invite.’ This will send an email to the designated second signatory. They will then be prompted to fill out their CrowdStreet profile.
    • Under ‘Investing Accounts,’  they will find this account.

Note: When investing through a joint account, the accreditation criteria may differ. Please review the SEC's requirements via the following resources: