What each status allows
| Status | Portal sign-in | Can place orders | Can hold fractions | Billed |
|---|---|---|---|---|
| Lead | No | No | No | No |
| Prospect | Yes, view only | No | No | No |
| Active | Yes | Yes | Yes | Yes, one client seat |
| Inactive | Yes, view only | No | Existing holdings only | No |
| Archived | No | No | No, holdings must be zero | No |
A prospect can browse what you publish to them. An inactive client keeps a read-only view of existing holdings, distributions and documents, which is the right status for an investor who has stopped investing but still owns fractions.
Change a status
Open the client and choose Change status, or select several clients on the list and use the bulk action. Each change explains what it does before you confirm.
- A client with holdings or open orders cannot be archived.
- Moving a client to active is what adds a client seat. During the free trial it also checks the limit of 3 active clients, in every place a client can be activated: create, status change, bulk change and import.
- A locked, read-only organization cannot activate clients.
How seats are billed
Billing counts clients in active status. A client who is active for part of a billing period is billed for that part. See Pricing and seats and How seat changes are billed.