Caruso

Everything you manage now appears in one connected view across all your investing entities, with no switching required. Here's what's changed.

What's changing - Investor Portal

Lana Kamffer

Fahim Kaidawala

Cyran Castelino

Use your fund manager's investor portal, powered by Caruso. View holdings, access documents, update details and complete investment applications.

The Investor Portal

How to create an account on the investor portal

Creating an Account on the Investor Portal

Investor Portal guide to adding investing entities

Add an Investing Entity on the Investor Portal

Investor Portal guide to switching investing entities

How to Filter Your Portfolio by Investing Entity

How to Fill and Add Your E-Signature to Documents

Complete identity verification in the Caruso Investor Portal using passport or driver’s licence, with step-by-step guidance for document upload and selfie checks.

How to Complete Your Identity Verification (KYC)

Logging in to the Investor Portal with Two-Factor Authentication (2FA)

Investor Portal guide to completing, uploading and submitting a wholesale investor certificate.

How to Add a Wholesale Certificate in the Investor Portal

Step-by-step guide for related parties completing KYC: enter your details, give biometric consent, then capture your ID document and a selfie on your phone

How to Complete KYC Identity Verification as a Related Party

Learn how advisers can sign up, manage their adviser details, and submit applications for linked investing entities.

Signing Up and Applying as an Adviser

How to Set Up MFA with an Authenticator App on the Investor Portal

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

Onboarding

Accessing Investment Opportunities

Step-by-step guide to submitting a new investment application in the Investor Portal.

How to Complete an Investment Application

How to redeem units in the Investor Portal

How Investors Can Redeem Units

Investor Portal guide to creating applications

How to Create an Application in the Investor Portal

How to use the Add to Investment button to invest further in a holding you already own.

How to Add to an Existing Investment

Rupin Kulkarni

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

Investing

View your portfolio in the Caruso Investor Portal to track investment performance, metrics, charts, holdings, documents, and transactions.

How to View Your Portfolio Performance on the Investor Portal

How to find, view, and download your investment documents in the Investor Portal

Accessing Your Documents

Easily manage and review your Holding movement history in the Investor Portal.

How to Review Your Holding Movements

How Caruso works out the units you receive when your distribution is reinvested, and where to find the price and units on your statement.

Understanding Your Reinvested Distribution

Create a capital account statement for every holding in a fund, using Caruso's figures and your own accounting lines.

How to Generate a Capital Account Statement

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

Reporting and Statements

How to reset or change your Investor Portal password, whether you are logged in or have forgotten your password.

How to Reset or Update Your Password On the Investor Portal

How to add the Investor Portal to your Home Screen on iOS or Android for quick access like a mobile app

Does the Investor Portal Have an App?

How to Manage Investor Account Preferences

Investor Account Preferences

Investor Portal entity settings guide. Update details, manage bank accounts, view linked accounts, and upload certificates.

How to Manage Your Investing Entity Settings

How to add or edit bank accounts in the Investor Portal

How to Add and Update a Bank Account on the Investor Portal

Emails

Learn how to manage your account and investing entities ongoing

Settings

How to use the Secondary Market in the Investor Portal to view listings and place bids for investment opportunities.

How to Buy on the Secondary Market

How to Sell on the Secondary Market

Secondary Market

Caruso Status

Go to Caruso

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