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:

  1. Create your CrowdStreet Capital profile and learn more about Private Managed Accounts.
  2. Meet with your Client Relationship Manager to build your personal investment plan, open an account and sign documents.
  3. Start building wealth while we invest on your behalf and update you along the way.

Questions? Contact a Client Relationship Manager at clients@crowdstreetcapital.com or 971-803-3110 for assistance.