By the end of this guide you'll be signed in to your Covercy investor portal, where you can follow your holdings, distributions, and portfolio — using whichever sign-in method fits your account, and including how to get in from a fund manager's invitation.
Note
You'll need the email address your fund manager used to invite you. If you received an invitation, use that same address so the portal connects you to your investments. Always start from Covercy directly rather than from a link in an unexpected message.
Covercy will never ask you to share your password, two-factor codes, or banking credentials by email, text, or phone. If a message asks you to do this, don't respond — open Covercy yourself and sign in as usual.
If your fund manager invited you
- Open the invitation email from your fund manager and select the link to get started.
- Confirm your email address when prompted, then choose how you'd like to sign in — a magic link, email and password, or Google.
- Once you're in, Covercy opens to your investor portal so you can see the investments shared with you.
Tip
If you can't find the invitation, check your spam or junk folder, or ask your fund manager to resend it to the right email address.
Sign in with a magic link
- Open the Covercy login page.