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Portfolio Access and setup as a Stakeholder

Learn how to set up your portfolio as a stakeholder

Updated over 2 weeks ago

Welcome to Pulley! Learn how to set up your portfolio and view your grants through the Pulley portal below.

Getting set up for the first time

In order to access your grants online, you need to first set up your portfolio on Pulley. Check your email inbox for a message from Pulley about your grant(s).

Follow the link from the email to create an account on Pulley.

Didn't get an email? Please reach out to your administrator at your organization to confirm they've sent your grant to the correct email on file or reach out to our support team at Support@pulley.com.

Please verify your email address to confirm it's really yours — your security is our top priority.

Accept your grant(s) so that you can track your holdings in your portfolio.

Accepting Pulley Invitation as a stakeholder under a different email

Accepting the Pulley invite under a different email? See instructions below.

After receiving the invite, select “Accept under another email” on the bottom of the Accept button. This will redirect you to a new browser tab that will allow you to add in your other email.

Add your other email to the “Send to” field. After you select "Send," an email will be sent to your other email address where you can set up your account.

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