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By the end of this guide you'll have accepted your firm's invitation, opened the Fund Admin portal, and know where to find every fund your firm administers and the investors on each one.
Note
This guide is for fund administrators that a fund manager has assigned to a fund, and for the reviewers on a fund administrator's team. Before you start, you'll need the invitation email sent to you — either the invitation for your firm (sent to its admin contact) or an invitation from your firm's admin to join its team.
Warning
Covercy will never ask you to share your password, two-factor codes, or banking credentials by email, text, or phone. Only act on an invitation you were expecting, and if anything looks off, open Covercy directly and sign in there rather than following a link in an unexpected message.
Accept your firm's invitation
- Open the invitation email and select the link to accept it.
- Sign in with the same email address the invitation was sent to. If you don't have a Covercy account yet, create one with that address first.
- Confirm the acceptance. Your access is active straight away — there's no separate onboarding step to complete before you can work on the fund.
Tip
If you're signed in with a different email address — for example a personal address or another alias — the invitation can't be accepted. Sign out, sign back in with the address the invitation was sent to, and open the link again. If the invitation has expired or can't be accepted, ask the fund manager or your firm's admin who invited you to send it again.