1. New user signup(investor profile).
2. Account creation entity, joint, IRA, entity partner joint account holder, new bank account (investor profile).
3. new subscription (offer interest).
4. payment approval (payment history page).
5. Deployment (PPM & payment).
6. Actiavte investor (Actiavte investor page).
7. PPM or contracts (PPM and payments page).
8. Assignment change request (change request page).
9. new buy request, new sell request.
10. Unsigned class change (change and exit contract).
11. bank change request. (change request page).
12. signed contract need effective date (change and exit contract page).