Yieldstreet (Willow Wealth): API, MCP and document access

Yieldstreet (Willow Wealth) is an investment platform or marketplace from YieldStreet Inc., used in North America for private credit, real estate, private equity and venture capital. The registry rates investor document access 4 of 5 (web login only, exports possible): there is no API, and there is no MCP server.

Vendor: YieldStreet Inc.Unverified community researchUpdated
Vendor
YieldStreet Inc. United States
Category
Marketplace
Regions
North America
Asset classes
Private credit, Real estate, Private equity, Venture capital, Other
Investor access difficulty
4 / 5 Web login only, exports possible
Automation policy
Unknown (terms not checked)
Verification
Unverified community research
Last updated

Access channels

Each way to get data out of Yieldstreet (Willow Wealth), as recorded in the registry. "Unknown" means nobody has checked yet, not that the channel is missing.

ChannelStatusAuthDocsNotes
Web portalAvailableSSO: None; MFA: Authenticator app, SMSNot recordedSecurity page states 2FA is mandatory for all users; methods: authenticator app (Authy) or SMS. Statements, tax documents in account; export beyond PDF not confirmed.
APINot offeredNot recordedNot recordedNo developer docs; API Tracker listing is an empty template. docs.yield.xyz is an unrelated crypto company.
MCP serverNot offeredNot recordedNot recordedNot recorded
SFTPNot offeredNot recordedNot recordedNot recorded
WebhooksNot offeredNot recordedNot recordedNot recorded
Email notificationsAvailableNot recordedNot recordedDistribution and document notices by email.

How an investor gets documents today

Mandatory 2FA web login, no API/MCP/SFTP, PDF documents only; site redirecting to Willow Wealth so terms could not be verified. The research records no investor-side API.

  • Ask the GP or administrator for delivery. With no investor API on record, the practical route is delivery of notices and reports to a nominated email address, an SFTP folder or a data feed set up by the fund side.
  • Email notifications. Turn on notifications and route them to a monitored mailbox, so new notices trigger your own processing. See How to automate capital call notices.
  • Manual download. Download documents from the web portal (exports recorded: PDF).
  • Check the terms. The registry has not reviewed the terms for automated access. Read them before automating anything.

Background: How to automate capital call notices and Partner-only portal access explained.

Capabilities and terms

What Yieldstreet (Willow Wealth) exposes to investors, according to the research: documents, distribution notices, performance data, tax documents (K-1 and similar), fund reports, subscriptions and KYC and onboarding.

  • Export formats: PDF
  • Standards: None recorded
  • Terms of service: Read the terms
  • Automation policy: Unknown (terms not checked)

OIPP status

Not yet on the open protocol. Yieldstreet (Willow Wealth) does not implement the Open Investor Portal Protocol (OIPP), the open API any portal can implement so investors reach every portal through one interface with their own key.

For YieldStreet Inc.. If anything on this page is wrong or out of date, correct the entry by pull request to the registry or by email. A pull request from a vendor-owned domain marks the entry vendor verified. Implementing OIPP lets investors and their agents fetch documents without scraping, under your own access rules. See the registry badge for how to show your status.

For YieldStreet Inc.: show your listing

If you operate Yieldstreet (Willow Wealth), you can link to this registry entry from your developer, security or integrations page with the badge below. It links back here, so investors and their operations teams can see how access works.

Yieldstreet (Willow Wealth): Listed on OpenInvestorPortal

<a href="https://openinvestorportal.com/portals/yieldstreet/" title="Yieldstreet (Willow Wealth) on OpenInvestorPortal"><img src="https://openinvestorportal.com/badge/yieldstreet.svg" alt="Yieldstreet (Willow Wealth): Listed on OpenInvestorPortal" width="220" height="28"></a>

This entry is not vendor verified yet. Confirm it with a pull request from an email on your company domain, or with a DNS TXT record. See how the badge and vendor verification work.

Sources and notes

As of 2026-11-07, yieldstreet.com, /security and /terms 301-redirect to willowwealth.com (?utm_source=yieldstreet), indicating a rebrand to Willow Wealth; the Willow pages returned 403 so the rename statement could not be read. Confidence: high on mandatory 2FA (help center + security page). High that no API exists. Terms automation clauses unknown (page not retrievable). Investor-side API: none.

Sources checked for the assessment:

Questions

Does Yieldstreet (Willow Wealth) have an API?

No. The registry records no API for Yieldstreet (Willow Wealth).

Does Yieldstreet (Willow Wealth) have an MCP server?

No. The registry records no MCP server for Yieldstreet (Willow Wealth).

Can investors download documents from Yieldstreet (Willow Wealth) programmatically?

The registry rates investor access 4 of 5: web login only, exports possible. Mandatory 2FA web login, no API/MCP/SFTP, PDF documents only; site redirecting to Willow Wealth so terms could not be verified. The research records no investor-side API. The usual route is delivery by the GP or administrator to a nominated email address, SFTP folder or data feed.

Independent community research. Not affiliated with YieldStreet Inc.. Facts are unverified community research as of 2026-11-07.

Other investment platforms and marketplaces

Guides

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