Help Center

Getting Started

How to register, confirm your email, and sign in to the client portal for the first time.

Register and sign in

  1. 1

    Create your account

    Go to Register and enter your full name, email address, and a password (at least 8 characters). This creates your login — it does not automatically open a client account or sign you in.

  2. 2

    Confirm your email (if prompted)

    If you receive a verification email, click the link in it. It takes you to a confirmation page showing your address has been verified.

  3. 3

    Sign in

    Go to Sign In and enter your email and password. If Safepro has enabled it for your account, you can also choose "Continue with Google" instead.

  4. 4

    Enter your verification code

    Every sign-in is protected by a one-time 6-digit code sent to your email. Enter it on the next screen to finish signing in.

  5. 5

    Reset a forgotten password

    From the sign-in page, select "Forgot password?", enter your email, and follow the link we send you to choose a new password.

  6. 6

    Find your way around

    You'll land on your Overview page — tiles for Accounts, Custody Records, Safekeeping Receipts, and Invoices, plus a checklist of the journey from opening an account to receiving a digital Safekeeping Receipt.

Frequently asked

Do I need to verify my email before I can sign in?

No — the one-time code sent at every sign-in is the real security check on your account. Confirming your email just helps us reach you reliably.

Why do I need a code every time I sign in?

It's a second layer of security (two-factor authentication) that protects your accounts, custody records, and receipts even if your password is ever compromised.

Is "Continue with Google" always available?

Only when Safepro has enabled Google sign-in for this project. If you don't see the button, sign in with your email and password instead.

I didn't receive my verification code or reset link — what now?

Check your spam or junk folder first. For your security, the "forgot password" page never confirms whether an email address has an account — if nothing arrives after a few minutes, contact us.

I registered but don't see an account to deposit assets into — why?

Registering only creates your login. Once signed in, open a client account from My Accounts — see the My Accounts guide.

Ready to sign in?

Registered already? Head to the client portal.