Can I invest in Upstart securities as a trust?
Yes! Here’s how you qualify:
- The main trustee on the account must be an accredited investor
- The type of trust must be a revocable living trust (also known as a revocable, living, or inter vivos trust). We do not support testamentary trusts.
- There must be evidence of the trust formation (e.g. trust certificate, signed trust agreement).
- To learn more about setting up an Upstart trust account, click here.