On the CrowdStreet Marketplace, offers must be made by an investing entity, in which you may be a member. You may be the only solitary member or a co-member with other investors. You may also be party to multiple investing entities and accordingly choose to organize your investments in a variety of ways. Creating an investing entity is easy, by following the steps below, and you may also be interested in our accompanying article, "How to add a second signatory to your investing entity and jointly e-sign closing documents".
Creating an investing entity
1. Navigate to your name in the upper right-hand corner of the screen and click on My Account.
2. Select Investing Entities, and click Create Investing Entity.
3. Fill in your legal investing entity name and select an account type. These will vary depending on how you plan to fund your investments:
- Using personal funds ---
- Legal investing entity name: "Firstname Lastname"
- Account type: Individual account
- Using a self-directed IRA ---
- Legal investing entity name: Consult your IRA custodian as to the correct naming convention. Custodians that we have integrated (i.e. Millennium Trust, Entrust, Equity Trust) will self-populate the correct name.
- Account type: IRA
- Using an LLC ---
- Legal investing entity name: Use the name as stated in your articles of incorporation
- Account type: Entity
- Using a Trust ---
- Legal investing entity name:Use the name as stated in your articles of formation
- Account type: Trust
4. Enter the mailing information for the investing entity.
5. Select a preferred distribution payment method and enter the corresponding banking information.
6. Ensure that all the information you've entered is complete and accurate, and click Submit.
Note: The accreditation criteria may differ according to the investing entity type. Please review the SEC's requirements via the following resources: