Assetera DocsIssuer portal
Where an onboarded issuer reviews receiving accounts and reconciles bank-transfer primary sales for its assigned instruments.
The Issuer portal gives an onboarded issuer a role-scoped view of its bank-transfer primary sales. The current portal focuses on receiving accounts, purchases, and reconciliation. Catalog setup and changes are coordinated with Assetera.
This overview is public. Detailed issuer pages are role-gated. An issuer account also needs an assignment to the relevant issuer record before it can view that issuer's data.
Current issuer journey
What the portal covers
Purchase reconciliation
Review bank-transfer purchases for the issuer's instruments and move an eligible purchase through the permitted lifecycle.
Receiving accounts
View the bank accounts configured for the issuer's primary-sale instruments.
Catalog onboarding
Prepare instrument information and coordinate listing setup with Assetera.
Access boundaries
The identity token carries the issuer role, while the Marketplace API separately checks the user's issuer assignment on every issuer-scoped request. A role alone does not grant access to every issuer.