Getting Started with the Asset Manager Portal

Rev. 1 Jul 2025

This guide presents the core primary market tasks as you would complete them in the Asset Manager portal. It also provides the corresponding endpoints that would be used to perform the same tasks using the Integration API.

First-Time Users

Step 1: Get your IP address.

We need your IP address to provide secure access to the Corastone portal. One way to get your IP address is to use https://whatismyipaddress.com/.

The result is something like this:

IPv4: 11.1.11.111

Step 2: Send us your IP address and preferred email address.

Send your IP address and preferred email address to [email protected].

Step 3: Wait for confirmation that your access has been activated.

Check your preferred email account for an invitation to log in.

Step 4: Click the Accept Invite button in the invitation email.

You'll see a screen for setting up your password.

Step 5: Set your password.

You now have access to the Asset Manager portal.

Step 6: Bookmark the link for the Asset Manager portal.

After Initial Login

The next time you need to access the portal:

1. Click the bookmark you created in Step 6.

1. Enter your email and password.

2. Click Login.