Onboarding
Sign up for Superstate and Apply to invest in Superstate Funds.
Creating an account
Contact our Investor Relations team at ir@superstate.co to get started. We'll provide a link to create your account and guide you through the onboarding process.
Select either Individual or Institutional for your first investing entity. You may create additional entities of either type later in Settings. Once your account is set up you'll gain access to our Investor Portal, where you can invite team members and complete the onboarding steps.
Applications
After logging into the Investor Portal, you'll need to complete two types of applications:
Investing Entity Application: This verifies your eligibility to invest in Superstate Funds. It collects essential information about you or your Investing Entity. For a list of documents that we require during this application, please see Onboarding: Required Documents
Fund Applications: For each Superstate Fund that you want to access, you'll need to submit a separate application. These applications ensure you meet specific requirements for each fund.
Application Review
Once you've submitted your entity and fund applications, our team will review them carefully. We assess your eligibility based on several factors, including compliance checks, anti-money laundering (AML) screening, and accreditation status. If we need any additional information, we'll reach out to you directly.
Following approval, we'll send you an Investment Agreement that is populated with information provided in the application process for your review and execution. Once this is signed, you're ready to start investing.
Entity Setup
Before making your first investment, you'll need to configure your Purchase and Payouts from the Settings page:
Purchase Destination: By default, you will receive shares held in book-entry. To receive tokens go to the Purchase Destination section, click "Add Address", enter an Ethereum address of your choice, then select it from the list.
Payout Destination: In the Payout Destination section you can set how you wish to be paid out from a Redemption of a Superstate fund. Add either a Bank Account to receive U.S. Dollars, or add an Ethereum or Solana address to receive USDC.