Caruso makes it easy for investors to securely access their fund manager’s Investor Portal. Just follow the steps below to create your account and complete your profile.
Step 1: Locate the Investor Portal
If your fund manager uses Caruso, look for an Investor Portal or a similar option on their website to begin the process. If you do not see this option, reach out to your fund manager directly. They can provide guidance or send you a link to set up your account.
Step 2: Start Your Account Creation
On the Create Account page, enter your:
First name
Last name
Email address
Password (Create a strong password by using at least 6 characters, including one number and one uppercase letter. Make sure this password is unique and not shared with any other service.)
Step 3: Provide Your Details
After submitting your information enter your Residential address and a Mobile or Daytime phone number.
These details help your fund manager verify your identity and keep your account secure.
Step 4: Access Your Investor Portal
Once your account setup is complete, you will have full access to the Investor Portal. Here, you can:
Create or link an investing entity.
Browse data rooms for upcoming offers.
Invest in new opportunities and monitor current holdings.
Reminder: Be sure to confirm your email. Click the notification symbol in your portal and follow the prompts if you have not done so already.
Note: For your security, the Investor Portal uses two-factor authentication (2FA). Each time you log in, a 6-digit code is sent to your email address, which you enter to complete sign in. You can select Remember me for 14 days on a trusted device to log in less often. For more detail, see Logging in to the Investor Portal with Two-Factor Authentication (2FA).
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If you have any questions or need help at any stage, please contact your fund manager for support.