Accredited Investor Services

Investors need a monthly report on the status of underlying loans for RBNF and PFNF, particularly as those investments draw to a close. Upright has not been transparent with investors regarding non-performing loans. As a result, investors have no ...

I have never once, in probably 100 attempts, had anyone at Upright answer the phone, including the Investor Relations line.

this will be good for tax planning

Please describe your idea. It is standard practice for all financial platforms to offer a PDF download of monthly statements that reflect the current balance (value) and holdings for an account. How will this idea help you? Reporting and portfolio...

Please describe your idea/enhancement. The Browse Offering page https://invest.app.upright.us/deals currently is just a flat list and does not include any type of search filter. It would be helpful to be have a search by criteria, including credit...

Please describe your idea/enhancement. Being able to use my current balance $ in my wallet plus the remaining investment amount from my saved bank account. For example on a $5K investment - say you have 2K in your Upright wallet this feature will ...

Provide a way for investors to filer the current offerings by different search criteria, such as by State, by LTV ratio range, by Earned Income, by developer credit score etc.

Please describe your idea/enhancement. To have an alert when funds get below the minimum $5K amount that will notify you. To finish out funding for projects, when they get to 99% funded. How will this idea help you? Help use funds that are just si...

Please describe your idea/enhancement. provide REST API to query current offering my investor information (current, past investments). How will this idea help you? Allow me to query investment opportunities using my own search criteria and preferr...

Investor Dashboard should have a chart that shows the investor's trailing twelve months (TTM) of cash flow to current day, and future twelve months (FTM) of anticipated cash flow based on current investments. Extra credit if chart include current ...