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View your Investor Account Details

View transactions, communication preferences, payment details, and documents for your investor account

Updated over 3 months ago

Once you have signed in to Cuspy, you will see the investor account/s you have claimed.

✨ If you have not claimed an investor account yet, follow the steps here

You can expand the card to see a quick overview of your assets. Click on the 'View details' button to see the investor account details.

You will see an overview of the account details.

You can access investor profile details including communication preferences and payment & tax details.

You can also view the security and cash ledger relevant to this investor account.

And download any documents made available by the issuer.

If you are having any difficulties, please contact us and we will help you out.

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