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:

  1. Portfolio: View holdings, process purchases/redemptions, and review transactions.

  2. Documents: Access monthly statements and fund documents.

  3. Settings: Configure organization, entities, team members, and purchase/payout destinations.


Signing In

Go to Superstate.co, then select Sign In. Enter your Two-Factor Authentication (2FA) code, or set it up if it is not already configured.


Use the menu in the top-right corner to move between Portfolio, Documents, and Settings. Select the user icon to sign out.


Portfolio

View all holdings and transactions for your organization.

Balances

View a chart of your organization's balance and per-entity fund balances. Expand each fund row to display token or book-entry sub-balances.

Purchase, Redeem, and Tokenize

Click on the Purchase, Redeem, or Tokenize buttons on each fund row to show instructions for completing each transaction.

Transactions

Review purchases, redemptions, tokenizations, sends, and receives. Each entry 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

Each entity in your organization will receive a separate monthly statement covering the balances, net income, and transactions for that month.

Documents

This section contains relevant disclosures and documents for all Superstate funds.


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.

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.

  • Purchase Destination: Select whether to receive fund shares as Ethereum tokens or as Book-entry shares.

  • Payout Destination: Select whether to receive redemption proceeds as USDC on Ethereum, USDC on Solana, or U.S. Dollars via bank wire.

  • 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.


Last updated