Caruso

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

Complete related-party identity and address verification in Caruso using mobile biometric checks, ID document capture, selfie verification, and proof-of-address upload.

How to Complete Your Identity Verification (KYC) 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

Fahim Kaidawala

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

Onboarding

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