Caruso

Rukhsar Keshwani

Mark Hurley

Cyran Castelino

Learn how to use your fund manager's investor portal, powered by Caruso

The Investor Portal

Simple and easy onboarding for all investors

Creating an account on the investor portal

Linking your investing entity to your log in account

Adding an investing entity

How to switch between investing entities

Verify your identity

How to digitally fill and sign a document

Electronic Identity Verification

Learn how to create an account, and setup an investing entity and meet compliance requirements

Onboarding

Accessing a data room

To commit capital to a fund, request an allocation within the Investor portal

Requesting an allocation

Using the investor portal to request a unit redemptio

How investors can redeem units

Amy Irvine

Learn how to access data rooms and commit capital to an opportunity

Investing

Conveniently access and export all your investment-related documents by following these steps.

Accessing your documents

Follow this article to view and export your transaction history.

Accessing your transactions history

Learn how to review the performance of your investments, and access documents

Reporting and Statements

Updating your password

How to add the investor portal to your home screen

Does the Investor Portal have an app?

Follow this guide to update your account preferences

Account preferences

Investing Entity Settings

Learn how to manage your account and investing entities ongoing

Settings

Purchasing units through the investor portal

Secondary Market - How to buy

Secondary Market - How to sell

Secondary Market

Caruso Status

Go to Caruso

Find answers and get help from Intercom Support and Community Experts

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