Investor Portal: DNS records
The Investor Portal is a separate webpage that works as a selling point of your project.
You set it up and manage via your Stobox 4 Business Space.
Before you can populate the Investor Portal page with your project and token information, logos, images, links, and videos, you must add this page to your domain so it opens for your investors. To do so, you need to add DNS records for this webpage to your main website’s domain registrar. And that’s what this guideline is about.
What you need to proceed
Paid Business Subscription to have access to the Business Space and Investor Portal settings.
Access to your domain registrar, i.e., credentials to log in to it.
See the video guideline.
Step-by-step Guidelines
In your Business Space, go to the Investor Portal tab.
Click the Add domain button.
Note: This text will be updated to be more user-friendly. You add your new webpage link, NOT the domain itself.
✅ Correct: sto.mycompany.io ⛔ Incorrect: mycompany.io
In the pop-up, enter your webpage link. Click Next: Add DNS Records.
In our example, it's public-jenja.stbx.app, where stbx.app is our domain, and public-jenja is the webpage address for an Investor Portal.
Wait a bit. There may be success notifications at the top right of the page, but wait until the pop-up message changes to another one.
The new pop-up message informs that the Entri microservice will be used to configure, i.e., generate DNS records for you. Click Continue on this pop-up message.
The system scans the link and tries to determine which domain registrar/provider it is.
If the system defines your domain registrar,
you will see a pop-up suggesting that you log in.
In our case, it found our domain uses Cloudflare.
The next step is to log in to the domain registrar account. It usually requires an email address, a password, and a 6-digit 2FA code.
Once you are authorized with your domain registrar, the system generates DNS records for you and shows recommended settings. Click the Authorize button. In our case, it’s Authorize with Cloudflare.
After confirming the records, you’re back in your Business Space on Stobox 4 and can see the success message.
Your Investor Portal link is ready! Now you can populate your webpage with the information about your project, logos, images, links, and documents.
If the system can’t define your domain registrar,
Click the Go to our manual setup link under the Authorize button.
See the generated DNS records in a two-line, two-column table.
Log in to your domain registrar and follow the process for adding DNS records for your specific provider. It may vary across providers, but the main steps are similar.
In your Stobox 4 manual setup link, copy the first column’s first line.
In your domain registrar account, enter your domain settings (in our case, it would be stbx.app)
Enter the DNS settings tab inside your domain settings.
Click the Add record button in your DNS settings.
Select the CNAME record type.
Paste the data you have copied into the Name field.
Go back to Stobox 4 and copy the second column’s first line.
Go back to your domain registrant and paste it into the Value field.
In our case, with Cloudflare, it is an IPv4 address.
Click Save to save your new record. Note: this step may require your 6-digit 2FA code or another verification step.
Repeat for the second line.
Your Investor Portal link is ready! Now you can populate your webpage with the information about your project, logos, images, links, and documents.
Additional notes
You can keep the Proxy off so the webpage opens faster
Domain registrars may take up to 72 hours to validate the records. Although it normally takes less time, we still feel it necessary to warn you of such cases.
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