How can we help?

The CoShares Help Center reflects exactly what the app can do today — search below, or ask our AI Assistant.

Getting Started

Club Membership & Roles

Contributions

Brokerage Data & Ownership

Governance & Decisions

Club Documents

AI Assistant

Ambassador Program

Legal, Risk & Data

Support

Still have a question?

It only answers based on what CoShares actually supports today — no guessing about features that don't exist.

How can we help?

Getting Started

What is CoShares?

Does CoShares move money?

Does CoShares offer crypto services?

How do I create or join an investment club?

Club Membership & Roles

What is the difference between Free and Premium clubs?

What is the role of a club admin?

What is the role of a member?

What is the difference between a club invite code and an Ambassador Network code?

How do I invite a member?

Contributions

How are contributions tracked?

Does a submitted or approved contribution mean CoShares processed a payment?

What happens if contribution records are wrong?

Is there a minimum or maximum contribution amount?

Brokerage Data & Ownership

Can Free clubs upload brokerage statements?

Can Free clubs use SnapTrade?

Can Premium clubs use SnapTrade?

What happens when a PDF statement is uploaded?

Can a club delete an uploaded PDF?

What does CoShares do with brokerage data?

Does CoShares place trades?

How does ownership tracking work?

Governance & Decisions

How does governance work?

Who is responsible for club decisions?

Club Documents

Where can I find club documents?

AI Assistant

Does CoShares give investment advice?

What can the AI Assistant help with?

Ambassador Program

What is the Ambassador Network code for?

Legal, Risk & Data

Who is responsible for taxes and legal compliance?

Does investing through a club guarantee returns?

How does CoShares protect user data?

Support

How do I contact support?

Still have a question?