Get Started

​

Sign In

Returning users can access their account at any time.
Enter your email and password, then click Log In
You can also sign in using supported providers such as Google or Microsoft.

---

​

Forgot Password

If you forget your password, you can reset it from the login page.

---

​

Sign Up

To get started, create your BIASafe account using a simple signup process.
You can create your account with an email and password, or sign up with a supported provider such as Google or Microsoft.

---

​

Onboarding Questionnaire

After creating and verifying your BIASafe account, you will complete a short onboarding questionnaire. The questionnaire helps BIASafe set up the right workspace experience based on whether you are using the platform as an individual investor or as an institution. It only takes a few steps and uses simple selections to understand your profile, investment needs, and initial platform goals.

​

Choose Your Workspace Type

The first step is to choose the type of workspace you want to create.

​

Individual

Select Individual if you are using BIASafe for personal investing and individual account management. This path is designed for users who want to explore direct indexing, custom model portfolios, backtesting tools, and personal portfolio implementation.

​

Institution

Select Institution if you are using BIASafe on behalf of an advisory firm, family office, asset manager, business, or other organization. This path is designed for teams that need institutional workflows, team access, model development, reporting, rebalancing, client onboarding, or portfolio monitoring tools.

​

Individual Onboarding

If you select Individual, BIASafe asks a few questions to understand your investing profile and platform needs.

​

Investor Experience

Select the option that best describes your investing experience. This helps BIASafe adapt the platform experience and prioritize the right tools, explanations, and workflows.

​

Planned Investment Amount

Available ranges may include:

• Under $25K
• $25K–$100K
• $100K–$250K
• $250K–$1M
• $1M+

This information helps BIASafe understand the expected implementation scale. It does not require you to fund an account during onboarding.

​

Investment Goal

Select your main investment objective. Available options may include:

• Grow Capital
  Aim for higher long-term returns.
• Diversify Wealth
  Build broad market exposure in a personalized way.
• Generate Income
  Focus on dividends, cash flow, or income-oriented strategies.
• Preserve Capital
  Prioritize lower-risk wealth preservation.

​

Risk Tolerance

Select the risk tolerance level that best fits your investment profile. Available options may include:

• Very Low
• Low
• Moderate
• High
• Very High

This helps BIASafe understand the type of strategies, model portfolios, and risk controls that may be most relevant to your workspace.

​

Institutional Onboarding

If you select Institution, BIASafe asks a few questions to understand your organization type, scale, and intended use case.

​

Institution Type

Select the category that best describes your organization.

​

Assets Managed

Select the approximate amount of AUM your organization manages in USD. This helps BIASafe understand the scale of your organization and the workflows most relevant to your team.

​

Platform Goals

Select the workflows you want to explore first. You can select more than one goal. These choices help BIASafe prioritize the workspace areas most relevant to your organization.