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Investors
  • Investors
    • Onboarding & Profile Management
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    • Post-Closing
  • Deal Leads
    • Onboarding & Profile Management
    • Setting up your SPV
    • Fundraising
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  • Fund Managers
    • Setting up your Fund+
    • Fundraising
    • Investing
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    • Compliance
    • SPV
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      1. Help Center
      2. Investors
      • Investors
        • Onboarding & Profile Management
        • Investing / Funding
        • Post-Closing
      • Deal Leads
        • Onboarding & Profile Management
        • Setting up your SPV
        • Fundraising
        • Closing / Post-Closing
      • Fund Managers
        • Setting up your Fund+
        • Fundraising
        • Investing
      • FAQs
        • Compliance
        • SPV

      Investors

      Those who are investing in a deal on Sydecar

      Onboarding & Profile Management

      • What is required to pass KYC?
      • How do I update details of my investor profile?

      Investing / Funding

      • What does the Deal Lead have to do?
      • What does the IRA custodian have to do when investing through an IRA?
      • How do I invest via IRA?
      • How long does it take to invest through an IRA?
      • How do I verify which profile I used to make an investment?
      • How can I access my portfolio investments?
      See more

      Post-Closing

      • Can I write off an SPV investment if it goes to zero?
      • What should investors expect for tax season?
      • Why is my K-1 showing taxable income if I didn’t receive a distribution?
      • What is Line 13 W on my K-1?
      • What is Form W-8 and does it apply to me?
      • Why did I receive K-1s for certain states?
      • Why are there U.S. State forms in my tax package?
      • Does Sydecar provide tax advice?
      • Does Sydecar provide legal advice??
      • How are Sydecar Fees treated for tax?
      • What are IRS Schedules K-1 & K-3 and State K-1 equivalents?
      • Where do I view my tax documents?
      • What should I expect at tax season if I invested through Sydecar?
      • How do I add Payment Instructions to Sydecar?
      See more
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      Sydecar Help Center
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