Shortly, you’ll receive an invitation from a CrowdStreet Relationship Manager to start building your CrowdStreet Capital profile, where you will be able to preview agreements and learn more about Private Managed Accounts.
Please note: Creating a CrowdStreet Capital profile doesn’t commit you to opening an account – it just provides you with additional information about our services and access to open an account if you decide to move forward.
Steps to opening an account:
- Create your CrowdStreet Capital profile and learn more about Private Managed Accounts.
- Meet with your Client Relationship Manager to build your personal investment plan, open an account and sign documents.
- Start building wealth while we invest on your behalf and update you along the way.
Questions? Contact a Client Relationship Manager at firstname.lastname@example.org or 971-803-3110 for assistance.