New investors need to create an account before they can access the investment dashboard.

To create an account, the investor should:

1. Click Sign up from the login screen.
2. Choose Continue with Google or fill in the registration form manually.
3. Enter the required details: First Name Last Name Email Address Password
4. Create a password that meets the platform’s security requirements.
5. Tick the checkbox to agree to the Terms of Service and Privacy Policy.
6. Click Create account.

To start using the platform, the investor needs to sign in to their account.

The investor can log in using one of the available options:

If an investor forgets their password, they can reset it from the login screen.

To reset the password, the investor should:

1. Click Forgot? on the sign in page.
2. Enter the registered email address.
3. Click Send reset link.
4. Check the email inbox for the password reset link.
5. Open the link and create a new password.

After requesting a password reset, the investor will see a confirmation screen.

The investor should:

1. Check the email inbox connected with the account.
2. Open the password reset email sent by the platform.
3. Click the reset link inside the email.
4. Create a new password and save the changes.
5. Return to the login screen and sign in with the new password.

After signing in, the investor will land on the Portfolio Overview page.

This page gives a quick summary of the investor’s current investment status, portfolio value, active yield, assets, and recent activity.

On this screen, the investor can:

1. View the Total Portfolio Value.
2. Check the Portfolio Summary and active yield.
3. See all owned assets, shares, price per share, value, and yield.
4. Review Asset Allocation.
5. Check Recent Activity.
6. Use the left side menu to access: Portfolio Investments Projects Transactions E Reports Wallets Verification Settings

From the dashboard, the investor can open the Investments section from the left side menu.

This page shows the investor’s active investment performance and payout status.

On this screen, the investor can:

1. View Total Capital Deployed.
2. Check Payout Distribution.
3. See the table for active investments, including: Project Asset Class Shares Market Value Cost Basis Unrealized Value Status.
4. Start a new investment by clicking Start Investing or New Investment.

The investor can open the Projects section from the left side menu to view available investment opportunities.

This page shows all projects created by the admin where investors can review available assets and decide where to invest.

On this screen, the investor can:

1. View the number of Available Projects.
2. Check the Average Yield across available investments.
3. Browse available projects in list or grid view.
4. Open a project to review its details, share price, asset class, expected return, and investment terms.

The investor can open the Transactions section from the left side menu to track investment activity, payments, and dividend records.

This page helps investors monitor the complete history of their investment transactions.

On this screen, the investor can:

1. View Total Invested.
2. Check Dividends Received.
3. Review the Net Investment amount.
4. See the total number of transactions.
5. Filter transactions by status: All Pending Processing Completed Failed
6. Review transaction details, including Asset / Property Shares Amount Date Status

The investor can open the E Reports section from the left side menu to access investment reports and certificates.

This section is used to generate and download official investment records.

On this screen, the investor can:

1. View available investment certificates.
2. Generate reports based on approved investments.
3. Download certificates for confirmed investment shares.
4. Keep records for personal tracking, compliance, or future reference.

The investor must open the Wallets section from the left side menu and connect their wallet before receiving token shares.

This step is important because token shares are sent only to the investor’s verified wallet address.

To set up the wallet, the investor should:

1. Click Wallets from the left side menu.
2. Click Connect to connect a wallet.
3. Select the supported wallet provider.
4. Approve the connection request from the wallet.
5. Complete the wallet connection successfully.
6. Whitelist the wallet address so the platform can send token shares to the correct verified address.

After clicking Connect in the Wallet section, a wallet connection popup will appear.

The investor can connect their wallet using one of the available methods:

1. Select the preferred wallet option.
2. Available options may include WalletConnect Binance Wallet MetaMask other supported wallets from the wallet list.
3. Approve the connection request inside the selected wallet.
4. Confirm that the wallet address shown is correct.
5. Complete the connection process.

Before making an investment, the investor must complete all required verification steps from the Verification section.

The platform requires 3 mandatory verification steps:

The investor can open the Settings section from the left side menu to manage account details, preferences, verification status, notifications, bank accounts, and security settings.

In the Profile section, the investor can:

1. View profile details and account completion progress.
2. Check verification status, such as KYC Pending Accreditation Pending.
3. Review and update personal details, including First Name Last Name Email Phone Date of Birth Nationality.
4. Add or update address details, including Street Address City State / Province ZIP / Postal Code Country.
5. Add professional details, including Occupation Employer.
6. Click Edit to update available profile information.

The investor can also check their verification status from Settings.

To review verification details:

1. Open Settings from the left side menu.
2. Select Verification from the settings menu.
3. Review the current status for KYC Verification Investor Accreditation.
4. Check whether any documents have been uploaded or are still required.
5. If the status shows Pending, the investor should complete the required verification steps from the main Verification section.

The investor can manage account and investment alerts from the Notifications tab inside Settings

To update notification preferences:

1. Open Settings from the left side menu.
2. Select Notifications.
3. Choose which updates should be enabled or disabled.
4. Turn the toggle on or off based on personal preference.

The investor can add a bank account from Settings to receive payouts through bank transfer.

To add a bank account:

1. Open Settings from the left side menu.
2. Select Bank Accounts.
3. Click Add bank account.
4. Enter the required bank details.
5. Review the information carefully before saving.
6. Submit the bank account details for use in future payout activity.

After clicking Add bank account, the investor will see a form to add bank details for receiving payouts.

The investor should fill in the required information:

1. Enter the Bank Name.
2. Enter the Account Holder Name exactly as it appears on the bank account.
3. Enter the Account Number.
4. Add the Routing Number if required.
5. Add the IBAN if available.
6. Add the SWIFT / BIC code if required for international transfers.
7. Tick Set as default for payouts if this should be the main payout account.
8. Click Add bank account to save the details.

The investor can manage account security from the Security tab inside Settings.

To access security settings:

1. Open Settings from the left side menu.
2. Select Security.
3. Review or update the available security options.

The investor can update their account password from the Security section.

To change the password:

1. Open Settings from the left side menu.
2. Select Security.
3. Click Change password.
4. Enter the Current Password.
5. Enter the New Password.
6. Confirm the new password by entering it again.
7. Click Update Password.

The investor can enable Two Factor Authentication from the Security section to add another layer of account protection.

To set up Two Factor Authentication:

1. Open Settings from the left side menu.
2. Select Security.
3. Click Enable 2FA.
4. Review the setup steps shown in the popup.
5. Click Get Started.

The investor can choose how long the account stays active when there is no activity.

To update session timeout:

1. Open Settings from the left side menu.
2. Select Security.
3. Find Session timeout.
4. Open the dropdown menu.
5. Choose the preferred timeout option: 5 min 15 min 30 min 60 min.
6. The system will automatically apply the selected session duration.

The investor can delete their account from the Security section.

To delete the account:

1. Open Settings from the left side menu.
2. Select Security.
3. Click Delete account from the Danger Zone.
4. Enter the current password.
5. Type DELETE to confirm.
6. Click Delete my account.

The investor can log out from the platform whenever they want to end the current session.

To log out:

1. Click the logout icon from the sidebar profile area.
2. A confirmation popup will appear.
3. Click Log out to confirm.
4. The investor will be signed out and redirected away from the dashboard.