Check investor state

Before you start

Select the partner entity and the relevant manager program. Confirm application or program approval, source vault, share class, current experience or wrapper, and the authority required by the action.

Follow the task

1. Open the integration investor view or relevant participant record.

2. Review identity, verification, access, and current position or action state separately.

3. Refresh the saved participant data before relying on a permission or balance. Investigate pending operations through their references.

Related settings

Use the detailed procedure for the task's field meanings, conditional paths, and operating constraints.

The Partner pages and controls lists the current application locations, registered input controls, and supported action inputs. Read-only values are distinguished from editable forms.

Check the outcome

After a change, use its operation or transaction reference to find the saved record. Reload before relying on new values.

A pending approval or signature shows progress. Check the action-specific result described in the procedure.

Resolve a blocked task

Check the active account, entity, network, authority, required saved dependencies, validation, and data freshness. If an operation is already pending, inspect it before submitting another action.

Use Troubleshooting for missing records, expired items, stale sources, rejected wallet steps, and delayed saved state.

Return to Partner common tasks.