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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. Using that same address is what connects the portal to the investments shared with you. Always start from Covercy directly rather than from a link in an unexpected message.
Warning
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
An invitation links your account to the investments a fund manager has shared with you. Invited investors sign in the same way as everyone else — there's no separate shortcut that skips creating and verifying your account.
- Open the invitation email from your fund manager and select the link to get started.
- If you don't already have a Covercy account, create one using the same email address your fund manager invited. Covercy sends a verification email — open it and confirm your address before you sign in for the first time.
- If you already have a Covercy account, sign in with the invited email address using any of the methods below.
- Once you're signed in, Covercy opens to your investor portal so you can see the investments shared with you.