Investor Onboarding and Profiles
An authenticated user can create an investment profile and select among owned profiles. The dashboard presents profile-specific forms for individual, entity, trust, plan, custodian, business-controller, trusted-contact, background, and financial information. Profile type determines the fields and associated parties that the user is asked to provide.
The dashboard provides entry points for KYC and accreditation evidence. The current status determines whether the investor is asked to continue, upload evidence, or is returned to the account view. Fund eligibility depends on the profile and fund rules; the server remains authoritative for the decision.
Outcomes
- A created or selected profile becomes the scope for dashboard information and investments.
- The investor can complete or resume identity and accreditation actions required by the UI.
- An ineligible profile is not a valid profile choice for an investment action.
- Invitations and bank-account settings are profile-scoped Dashboard capabilities.