Investor App

Figma Link

Onboarding

• Create account -> verify identity with Persona
• Use government ID to pre-fill as much as poss. & then get:

• Name

• Phone

• Email

• social/FTIN

• Address

• Generate seed phrase, have them write it down

• Send us the pub key only

• Ask if they have pre-existing shares

• If so, what company

We manually send these yay

• Launch Plaid to link bank account

• Call Auth to verify account against name

• Initial deposit screen

Wallet/app

Portfolio

• Overall growth

• Any outstanding voting propositions

• Positions

• Changes by SDEX

Discover all stocks

• Indices at header based on standard real-time query only

• Click to open stock-specific screen with all relevant info

• Trade button

• Option to create recurring investments (send a notification, they have to sign into wallet to execute DRIP buy txn?)

Quick Action

• Trade anything by typing in a ticker

• Send shares to another federation address

• Can gift fiat or stock, incl. option to make available at some point in the future using claimable balances?

Notifications / Support

• Zendesk drop-in

• Trade/account history via notifications

Settings

• Show federation address

• Manage email

• Manage physical address

• Manage recurring items

• View account trading history

• Tax docs

• Bank connections

• Misc settings

• Dark theme

• Biometrics

• Dividend reinvestment preference

• Manage PIN

• Account beneficiary

• App feedback: submit feature suggestions and ideas