Information for Pending Investors

When will I get my login?
Your account registration takes about 4 weeks to finalize, at which point your login information will be ready. It takes 1-2 business days for your bank to transfer funds, 10 days for escrow clearance, mid- or end-of-month investment recording (depending on investment timing), and ~5 business days for account verification with our third party transfer agent, Computershare. You will then receive an invitation to create an account login.

Once you’ve logged in, you will then be able to:
  1. Access the Streitwise iOS App
  2. Access portfolio and account statements
  3. Enroll in dividend reinvesting
  4. Change payout preferences
  5. Add more funds
  6. Enroll in auto-invest
Helpful resources for new investors:

 

Important Information by Investment Type

ACH (Bank) Investments

Funds will be drawn from your account within 1-2 business days. Please make sure that your account has the funds available. If you need to pause or cancel this commitment, please let us know as soon as possible. Please note – the bank account name for your direct deposit must be in the name of the registered user. At this time, brokerage accounts are not accepted.

Wire Investments

You will receive an email with instructions for wiring funds from your bank or custodian. We may need additional ID verification and other AML checks.

If you submitted this registration, but do not intend to fund the investment until a later time, please notify us and we will cancel this registration. 

If you would like to call us to confirm wire instructions before sending, you can do so at 310-907-5527 (press 1).

IRA / 401(k) Investments

To invest with your IRA, you should have made an investment with Wire payment option selected. Email us to confirm and we’ll send your subscription agreement generated as well as any other documents that your custodian will need. See more info about IRA investing here.

International / Non-USA Investments

To invest with as an non-US resident without a US-based bank account, you should have made an investment via Wire payment first. You will receive an email with instructions for wiring funds from your bank or custodian. We may need additional ID verification or other AML checks. It is important for non-US investors to understand tax withholding and to speak to a tax adviser first. See more details here.