Client guide
How to use the platform
Only the marketing home page is available without signing in. After registration, these steps walk you through deploying capital and tracking yields in your dashboard and portfolio.
1. Account access
- Create an account on Register, then use Sign in on return visits.
- Keep your email and password private. You can update your password in Settings → Security.
- Set your profile (name, phone) and preferred Region in Settings — this helps tailor payment instructions shown when you allocate.
2. Exploring strategies
Open Infrastructure (strategy packages). Each tier shows target weekly yield and term. Choose a tier that fits your liquidity needs.
- Open a package detail or confirm screen to fine-tune USD amount and see the KES equivalent using the FX helper.
- Min / max stakes are shown next to each product — stay within limits before confirming.
3. Funding a deployment
- From the confirm screen, review the payment rails tied to your account (bank / M-Pesa / crypto guidance as configured for you).
- Tap I’ve sent funds — submit deployment. A short “Processing” step saves your allocation as pending verification.
- Copy the memo reference code and include it exactly in your transfer.
- Paste your M-Pesa / payment confirmation code and submit once — the field locks after submission.
- You may optionally upload a receipt screenshot; this can speed up matching.
Your deployment activates only after your transfer is reconciled against the memo reference and confirmation code you provided. You’ll see pending entries in Portfolio until activation; once live, accrued yield behaves like active positions elsewhere in the dashboard.
4. Portfolio & dashboard
- Portfolio lists deployments with labels such as awaiting verification or live mining.
- Dashboard summarizes wallet view, deployed capital relevant to active positions, and estimated portfolio value.
- If a submission cannot be reconciled with your institution’s records, you may see an notice to contact institutional support — use the usual support channel noted on your account materials rather than redoing unchecked transfers.
5. Invite & Markets
Use referral tools from your dashboard where available, and Markets for read-only tape context — these areas do not substitute for compliance or tax guidance from your advisers.
Need help?
Questions about rails, stalled pending states, or access issues should go through Clarity institutional support — cite your memo reference code and confirmation code when emailing or messaging.
Open portfolio →