Identity Status
Identity verification and entity documentation review. Required before any access tier is granted.
PendingAccount Profile
Maintain your identity, organization details, contact information, and access profile for the private MSIIA workspace. All changes are saved locally and prepared for governance review.
Profile Summary
Profile data is stored locally. Changes are prepared for review — no backend is connected in this build.
Identity & Contact
Update your personal identity, organization information, and contact preferences. Fields marked with an asterisk are required for compliance review.
Compliance Profile
Compliance status is updated by the MSIIA governance team following documentation review. Items marked pending require action before deployment access can be granted.
Identity verification and entity documentation review. Required before any access tier is granted.
PendingSupporting documents including mandate description, capital source, and jurisdiction confirmation.
PendingFormal acknowledgement that capital is at risk and past performance is not indicative of future results.
CompleteGovernance layer sign-off for access tier. Determined after documentation and qualification review is complete.
Under ReviewRisk parameters and access levels are reviewed on a weekly governance cycle. Next review: scheduled.
WeeklyCertain profile fields require updating before the next compliance cycle. Review the Documents section for specifics.
View required filesSecurity
Security features are in demo mode. In production, password management, MFA, and session control connect to an authenticated identity system.
Password
Password is set. In production, update via a secure reset flow with email verification.
SetAuthentication
Currently using email + password. Provider sign-in (Google, Microsoft) requires backend OAuth configuration.
EmailTwo-Factor Authentication
Two-factor authentication is available in production. Requires backend TOTP or SMS integration.
Not ConfiguredSession
Current session is active. No persistent session data is stored beyond localStorage in this static build.
ActiveSessions
Sign out all active sessions across devices. In this build, clears localStorage and redirects to homepage.
Privacy
This is a static demo build. All data is stored in browser localStorage only. No data is transmitted to any server.
Local OnlyNotification Preferences
Control which notifications you receive from the MSIIA workspace. These preferences are saved locally and will connect to the backend notification system in production.
System Updates
Notifications about system sleeve changes, performance updates, and new releases.
Document Requests
Alerts when new documentation is required for compliance or qualification review.
Access Review Alerts
Notifications about access tier changes, approval decisions, and governance review outcomes.
Portfolio Basket Updates
Alerts when items are added to, removed from, or expire in your portfolio basket.
Security Notifications
Alerts for new sign-ins, session changes, and security-related account events.
Profile Management
An up-to-date profile accelerates the compliance review cycle and ensures the governance team has the correct mandate context for access decisions.