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Before you can view your equity holdings or respond to an offer, you need to sign in to the Centi Investor Portal and — depending on your organisations settings — complete an identity or business verification step. This page walks you through the full onboarding flow from invitation email to a verified account.

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Receiving your invitation

Centi sends you an invitation when an offer is created for you inside the Fund Portal. Centi delivers the invitation to the email address associated with your shareholder record. The email contains a direct link to the Investor Portal — click it to go straight to the sign-in screen.
Check your spam or junk folder if you do not see the invitation within a few minutes of the expected send time.

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Signing in

Centi uses email-based authentication.
1

Open the sign-in screen

Click the link in your invitation email, or navigate to the Investor Portal URL your fund manager provided.
2

Enter your email address and set a password

Type the email address to which the invitation was sent, add a password and follow the on-screen prompts to receive and enter a one-time code to your phone number.
On your first sign-in you will be shown a consent screen that describes how Centi processes and stores your personal information. Read the terms and click Confirm to proceed. You will not be shown this screen on subsequent sign-ins unless the terms change.

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Providing your identity details

If your shareholder record is missing identity information, the Investor Portal home page shows an Identity details card after you sign in. Complete the card so your fund manager has the details needed for your share register entries and agreements. The card asks for:
  1. Nationality — select your nationality from the country list (skipped if it is already on record).
  2. Personal ID number or date of birth — the field shown depends on your nationality:
    • If your nationality uses a national personal ID number (Sweden or Norway), enter your personal ID number. Centi validates the number against your country’s format (YYMMDDXXXX for Sweden, DDMMYYXXXXX for Norway).
    • For all other nationalities, enter your date of birth.
Click Save ID number or Save date of birth to submit. The card confirms with a Saved status and locks the value.
Identity details cannot be edited once saved. If you entered something incorrectly, contact support@gocenti.com.
The card does not appear if you have an active offer or an ongoing KYC verification, because those flows collect the same information.

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Completing KYC verification

If your organisation has enabled identity verification for your organisation, you must complete KYC (Know Your Customer) verification before you can subscribe to an offer. The verification is powered by ComplyCube and requires you to upload a government-issued identity document. See KYC Verification for a step-by-step guide.

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Completing KYB verification

If you are investing through a holding company or other business vehicle, your fund manager may require KYB (Know Your Business) verification in addition to personal KYC. See KYB Verification for details on the documents required and how to submit them.

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Updating your profile

After signing in you can update your contact address and bank details at any time from the Profile page.
1

Open your profile

Select your name or profile icon in the top navigation bar and choose Profile.
2

Update your address

Select the Address panel and enter your street address, city, postcode, and country, then save.
3

Update your bank details

Select the Bank details panel and enter your account information, then save.