1. Go to Upstart.com and click “Invest” then “Start Investing.”
2. Certify that you are an accredited investor.
3. Enter trustee’s name in the investor information. Select “Investment” investment type in the process flow.
4. Certify that you agree to the legal agreements and certify that you meet the criteria for the W-9 certification.
5. Send the following information to email@example.com and label the subject, “Requested documents for investor trust sign-up”
a. For each trustee, please provide
-Full name of trustee
-Tax ID or social security number
-Date of formation (or date of birth)
upstartupstart upstartIf trustee is an individual, please provide government issued ID (passport, driver's license or other ID). If trustee is an
upstartupstart upstartentity, please provide a certificate of formation (or similar document depending on entity type).
b. Evidence of the trust formation (e.g. trust certificate, signed trust agreement)
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