> For the complete documentation index, see [llms.txt](https://docs.superstate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.superstate.com/investors/investor-portal/overview.md). # Overview {% hint style="info" %} This guide shows the portal from the perspective of an Institutional Investor. Individual Investors will see information that is tailored to them. {% endhint %} The Investor Portal has three sections 1. **Portfolio**: View holdings, view instructions for making transactions like purchases, and view past transactions. 2. **Documents**: Access monthly statements, fund documents, and equity documents. 3. **Settings**: Configure your team, allowlist, and transaction settings. *** ## Signing In Go to Superstate.com, then select Sign In. #### **Two-factor authentication** The first time you create an account you will be prompted to set up Two-Factor Authentication (2FA). If you skip this step, you will not be able to perform any admin-related actions. You can set up 2FA later from your profile in Settings. If you have lost access to your 2FA device, please reach out to for assistance. #### **Sign out** Click on the user icon at the top right and select Sign Out. *** ## Portfolio View all holdings and transactions for your organization. #### **Overall balances** View your organization's balance and per-asset fund balances. If you have multiple entities, this balance combines them all. #### **Investing Entity** Each investing entity has its own card with a table of assets. You can expand each asset row to reveal any sub-balances across different chains or protocols. #### **Actions** Each asset has a set of actions that can be performed. With the exception of book-entry transactions, all of them will be completed outside of the investor portal in your chosen wallet or custodian platform: * **Purchase**: Subscribe to a fund. [View](/investors/tokenized-funds/subscribe.md). * **Redeem**: Redeem book-entry or tokenized fund shares to USDC or USD. [View](/investors/tokenized-funds/redeem.md). * **DeFi**: Links to all available DeFi protocols for an asset. * **Tokenize**: Action to convert book-entry shares to tokens. [View](/investors/investor-portal/tokenizing-book-entry-shares.md). * **Burn**: Convert tokenized equities to book-entry shares. [View](/investors/tokenized-equities.md#burning-tokens-to-book-entry). More information about purchasing and redeeming funds can be found in the [USTB](/investors/tokenized-funds/available-funds/invesco-ustb.md), [USCC](/investors/tokenized-funds/available-funds/bitwise-uscc.md) and [CUSHY](/investors/tokenized-funds/available-funds/coinbase-cushy.md) sections of this documentation. #### **Transaction History** View your history of purchases, redemptions, tokenizations, sends, and receives. Each item includes the amount, dollar value, net asset value, date, and status. Transactions remain pending until tokens or shares are delivered or payouts are processed. *** ## Documents Access monthly statements for each Investing Entity along with disclosures and reference materials for tokenized funds. * **Statements**: If you are an accredited investor who has invested in tokenized funds like USTB or USCC, you will receive monthly statement covering the balances, net income, and transactions for that month across each of your entities. For other funds, your statements will be delivered by the fund admin. You will not receive statements for equities. * **Fund Documents**: Disclosures and documents for all tokenized funds. * **Equity Documents**: Instructions for transferring equities between your brokerage and Superstate. *** ## Settings Manage your Organization and Investing Entity settings from this page. #### **Organization** Manage who has access to all Investing Entities in your organization: * Admins manage team membership, change settings, and perform actions. * Operators can perform actions. * Viewers have read-only access. #### **Inviting teammates** Click the "Invite" button on the Team table to invite teammates to your organization. You can set the new teammates role. #### **Investing Entity** Configure the following settings for each Investing Entity: * Transaction defaults: Select the default destination for fund purchases and redemptions (see [Configuring transaction defaults](/investors/investor-portal/managing-addresses.md#configuring-transaction-defaults)). * Allowlist: Add and manage addresses that can hold tokenized assets (see [Adding an allowlist address](/investors/investor-portal/managing-addresses.md#adding-an-allowlist-address)). * Payout Destinations: Manage addresses and bank accounts that can receive payouts from fund redemptions (see [Adding a payout destination](/investors/investor-portal/managing-addresses.md#adding-a-payout-destination)). * Applications: Complete your entity or fund applications. Applications are hidden once they are approved. * Mailing Address: Manage the legal address of your Investing Entity. #### **Changing Settings** Use an Admin account with 2FA enabled to make changes. Some changes, such as updating purchase destinations, take effect immediately. Others, such as modifying allowlists, payout addresses, or bank information, require a 24-hour hold. Any Admin may cancel these pending changes in **Settings** during the hold period.