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.

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