Investor Portal
Our easy-to-use Investor Portal helps you track and manage your investments in Superstate Funds. In this guide we'll show you how it works.
Please Note: This guide shows the portal from the perspective of an Institutional Investor. Individual Investors will see information that is tailored to them.
Overview
The Investor Portal has three sections
Portfolio: View holdings, view instructions for making transactions like purchases, and view past transactions.
Documents: Access monthly statements, fund documents, and equity documents.
Settings: Configure your team, allowlist, and transaction settings.
Signing In
Go to Superstate.com, then select Sign In.
Set 2FA
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.
Reset 2FA
If you have lost access to your 2FA device, please reach out to [email protected] 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 a chart of 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: Instructions for how to purchase a fund.
Redeem: Instructions for how to redeem a fund.
DeFi: Links to all available DeFi protocols for an asset.
Tokenize: Action to convert book-entry shares to tokens
Burn: Instructions to convert tokens to book-entry shares
More information about purchasing and redeeming funds can be found in the USTB and USCC 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 Superstate funds.
Statements: If you are an accredited investor who has invested in Superstate 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. You will not receive statements for equities.
Fund Documents: Disclosures and documents for all Superstate 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 and edit purchase/payout destinations.
Team Members have read-only access.
Inviting teammates
Click the "Invite" button on the Team table to invite teammates to your organization. You can set new teammates as either Admins with full edit privileges, or Team Members who have view-only access.
Investing Entity
Configure the following settings for each Investing Entity:
Applications: Complete your Investing Entity application or apply for access to Superstate Funds. Applications are hidden once they are approved.
Transaction Preferences: Select the default destination for fund purchases and redemptions.
Allowlist: Add and manage addresses that can hold tokenized assets.
Payout Destinations: Manage addresses and bank accounts that can receive payouts from redemptions.
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.
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