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 your holdings, purchase and redeem instructions, and your transactions.
Documents: View key Superstate Funds documents
Settings: Manage your Organization and Entity settings. Your organizational settings include your team, while each Investing Entity includes a section for applications, purchase destination, payout destination, and address.
Signing In
Access the Superstate Investor Portal by clicking Sign In on Superstate.co. You will be prompted to enter your Two-Factor Authentication code if it has been set up.
Navigation
Use the menu in the top right to navigate between your Portfolio, Documents, and Settings. You may also Sign Out from this menu.
Portfolio
This page provides you with a view of your holdings and transactions.
Balances
View your organization's total balance and the individual fund balances for each Investing Entity. Each row can be expanded to view the token or book-entry sub totals for each fund.
Purchase, Redeem, and Tokenize
There are buttons next to each fund for Purchase, Redeem, or Tokenize. Clicking on each will provide instructions for completing each transaction.
Transactions
View all transactions including Purchases, Redemptions, Tokenizations, Sends, and Receives. Each transaction shows an amount, dollar value, net asset value, transaction initiated date, and status.
Transactions remain pending until the tokens or shares are delivered for purchases, or until the payout is processed for a redemption.
Documents
Access key fund documents here.
Settings
Manage your Organization and Investing Entity settings from this page.
Organization
This section contains settings for your parent organization. The Team section lists all users with access to your organization, including you. There are two roles:
Admins: Can manage the team plus edit Purchase and Payout Destinations
Team Members: Have view-only access to the Investor Portal
Investing Entity
This contains settings for an Investing Entity including:
Applications: This section is where you will complete your Investing Entity application, or apply to access any of Superstate’s Funds
Purchase Destination: Select whether you want to receive shares in a fund as tokens at an Ethereum address, or as shares held in Book-entry
Payout Destination: Select whether you want to receive the proceeds from a fund redemption as USDC on Ethereum, USDC on Solana, or as U.S. Dollars wired to a Bank Account.
Mailing Address: The legal address of your Investing Entity
Changing Settings
To make changes in the Investor Portal, you must be an Admin with Two-Factor Authentication turned on. Some changes are instant, like selecting a different Purchase Destination. For security, other changes take 24 hours to go into effect. These include modifying your allowlist, modifying your payout addresses, or updating your bank information. We'll email you when these changes are pending. If needed, any Admin can cancel these changes from the Settings page during the 24-hour period.
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