Investor Portal · For issuers and fund managers
Give Your Investors More Ways to Invest, Own and Transfer Tokenized Securities
A modern investor portal for tokenized securities, delivered by OnchainTA, your digital transfer agent.
The OnchainTA Investor Portal gives your investors one place to verify their identity, subscribe to your offerings, pay their way, hold tokenized securities with or without a wallet, and transfer where permitted. You attract and serve investors with a better experience; OnchainTA keeps the ownership records.
Hold securities issued through OnchainTA?
What Your Investors Can Do in the Investor Portal
Register and verify
Complete identity verification and accreditation checks where the offering requires them.
Review and subscribe
View the offerings and invest online.
Pay their way
Use bank-based payments or eligible digital assets, without requiring every investor to adopt crypto.
Receive or claim securities
Claim tokenized securities from a new offering, a cap table tokenization or an employee equity award.
Track holdings and activity
See tokenized positions, transactions and documents in one place.
Receive distributions and perks
Collect dividends, interest and any perks or incentives you distribute to holders.
Request securityholder services
Verify ownership, replace a lost wallet or submit special forms.
Transfer where permitted
Use Direct Transfer to move eligible securities to other eligible holders.
Related case study: Wolfer.Finance, where investors received perk tokens and redeemed them for USDC paid from the issuer's own wallet.
Turn Your Investor Experience Into an Advantage
Attract More Investors
A simpler path from interest to subscription reduces the friction that loses investors along the way.
Strengthen Investor Relationships
Holders stay connected to their investment, their distributions and your updates long after the offering closes.
Expand Your Distribution Opportunities
Reach both traditional investors and participants in the digital asset economy through one tokenized securities program.
Direct Transfer: Give Investors More Ways to Transfer
Private securities have rarely offered holders an easy way to transfer. Direct Transfer lets eligible investors find other eligible holders interested in a trade, negotiate terms privately and complete permitted peer-to-peer transfers within your compliance rules.
Signal Interest to Buy or Sell
Investors post non-binding indications of interest for securities they hold or want to acquire.
Negotiate Privately
Counterparties negotiate terms directly with each other; there is no order book.
Respect Securities Restrictions
Investor eligibility, holding periods and transfer restrictions decide which transfers can proceed.
Complete Eligible Transfers Digitally
Approved transfers settle as coordinated on-chain transactions, and OnchainTA updates the ownership record.
Wallet or Walletless: Digital Ownership, Your Investors' Way
Crypto-native investors can hold tokenized securities in a self-custody wallet. In TradFi-DeFi hybrid offerings, everyone else can start walletless: their holding is recorded on-chain, and the portal gives them a QR code that opens it in a blockchain explorer. When they are ready, they register a wallet and mint their tokens. No investor has to become a blockchain expert to own your securities. For cap table tokenization, holders confirm a custodial or non-custodial wallet before receiving their tokens.
Make Employee Ownership More Accessible
Employees can receive, claim and track tokenized shares and other eligible equity awards in the same portal, with vesting and exercise terms applied according to each award. Each employee sees only their own allocation and can confirm it on-chain, a lasting record that the equity was issued to them.
Offer More Than an Investment. Deliver a Better Investor Experience.
See how the Investor Portal fits your offering and your investor base.