The pages
| Page | What the client does there |
|---|---|
| Home | Sees portfolio totals, open offerings, documents to acknowledge, recent orders and the state of their identity check. |
| Markets | Browses the markets and offerings visible to them and subscribes. |
| Portfolio | Sees holdings, ownership, value, gain, distributions and returns per property. |
| Orders | Follows orders, reads payment instructions, downloads confirmations and withdraws an order. |
| Distributions and Statements | Reads notices, totals and published statements. |
| Documents | Opens what you shared, acknowledges documents and finds their own uploads. |
| Messages and Announcements | Writes to you and reads your updates. |
| Secondary market and Transfers | Offers or buys fractions, when you turn the feature on. |
| Profile | Contact details, bank accounts, the identity check checklist, notification preferences and security. |
| Help | Your contact details, your regulatory notice, and a button to request deletion of their account. |
What changes the view
- Client status: prospects and inactive clients can look but not order. Leads and archived clients cannot sign in. See Client statuses and seats.
- Market rules: an order button is replaced by an explanation, with a link to the checklist, when the identity check or classification is not enough.
- Your billing: if your organization becomes read-only, investors can still read everything, but new subscriptions pause with a neutral message. See Payment failed and the locked state.
- Language: the portal and emails follow the client's preferred language: Arabic, Azerbaijani, Chinese, English, French, German, Hindi, Portuguese, Russian, Spanish or Turkish.
Always visible
At the bottom of every page investors see your regulatory notice and a line that the platform is provided by EasyHaus, which does not give investment advice or hold client funds. Listing pages carry the projection disclaimer.
Tip: To see exactly what one client sees, use Preview as client on a market, or the Documents tab of the client.