Reinvest from your Investor Portal

How to increase your holdings through your Investor Portal

As an investor in stREITwise you can increase your holdings through your Investor Center quickly and easily using the steps below, for individual or joint investors (most accounts). Non-individual investors (such as IRA holders or trusts), see steps at bottom of page.

 

For non-individual investors (such as IRA holders or Trust holders): Perform the following steps:

  1. Complete this form authorizing your custodian to have funds added to stREITwise.
  2. Make sure your custodian includes a check with the amount authorized in the form. Mail both the form and the check to Computershare at:
    Computershare
    Dividend Reinvestment
    462 S 4th street
    Louisville KY 40202
  3. Let us know via email that you are adding more funds with your IRA, if needed.
  4. Once check arrives, your funds will be available in your account in 2-3 weeks.

What happens if you’re not seeing the Buy More button and can’t add funds in your Investor Center? This is often an issue that non-individuals investing through an LLC or Trust experience in Investor Center and is easy to get around. Just follow the steps above outlined for non-individual investors to add more fund

What happens if you can’t access your Investor Portal at all? Visit here for steps to getting access to your account.

Note: This system is set to invest weekly on Tuesdays or on the next trading day if Tuesday is not a trading day. The accounts are debited on the day prior. It should show in your account as a pending transaction at that point.

 

 

 

 

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