Onboarding Wizard

A six-step investor onboarding experience with progress persistence, KYC capture, financial profiling, and final review.

Portfolio Workspace

Onboarding Wizard

A six-step investor onboarding experience with progress persistence, KYC capture, financial profiling, and final review.

N12.48M

Step 1 of 6

Complete onboarding before entering the main workspace

Resume Later

Step 01

Personal Information

Step 02

Identity Verification

Step 03

Financial Profile

Step 04

Next of Kin

Step 05

Investment Preferences

Step 06

Review & Submit

Personal Information

Date of birth, nationality, address, and residence fields are grouped exactly where the plan expects them.

Date of Birth

Gender

Nationality

State of Origin

Residential Address Line 1

City

State of Residence

Country of Residence

Identity Verification

ID uploads, selfie/liveness capture, and proof-of-address inputs are represented here as the KYC collection surface.

Government ID Type

ID Number

Issue Date

Expiry Date

Proof of Address Type

Document Date

Financial + Next of Kin

Employment, income, source of funds, BVN, and next-of-kin details are grouped to reflect the wizard structure.

Employment Status

Annual Income Range

Source of Funds

BVN

Next of Kin Name

Relationship

Next of Kin Phone

Next of Kin Nationality

Step 5 and 6

Preferences and review

Preferred investment type, budget size, payment mode, and target locations guide future recommendations.

The final step summarizes every section with per-step edit actions before submission for compliance review.

Submission transitions the account into a pending-review state and exposes the KYC status banner on the dashboard.