Access Layer

Create investor access before the cabinet and product journey

This is the first missing layer in the full CJM: named user identity, entity affiliation, role assignment, and secure entry before allocation, verification, and payment setup.

Step 1 of full onboarding Institutional identity Role-aware access MFA required

New Access

Investor user registration

Capture the minimum viable identity record before entity setup, verification, and mandate configuration.

Full name

Work email

Firm / platform user group

Primary role

Entity type

Primary jurisdiction

Password

Confirm password

Access scope notes

Registration does not yet unlock investing. It creates the user identity that will later be attached to investor entity setup, verification, mandate definition, and payment-method approval.