← All wishlist items · Proposal 10 of 10

Investor portal landing page

The current "Investor Login" button jumps straight to the third-party portal login. Three treatments add an intermediate landing page to set context, reduce support tickets, or onboard first-time users.

Three treatments to react to

All three modify the path to /investor-login/
A

Variation A

Explanatory landing page

A small landing page describing what's behind the login: tax documents, statements, portfolio dashboard. Includes recovery flows (forgot password, etc.). Reduces support tickets through anticipation.

View page → Ready B

Variation B · NEW

3-step onboarding carousel

Before redirecting to the third-party login, a 3-slide walkthrough: "Access tax docs and statements" → "Track portfolio performance" → "Communicate with IR." Each slide has a "Continue to login →" CTA. Increases engagement, sets expectations.

View page → Ready C

Variation C · NEW

Login + FAQ sidebar

The login form on the left, a right-rail FAQ accordion on the right: "Forgot password?" "First-time setup?" "Report missing access?" "Contact IR?" Each expands to instructions. Most tactical for reducing ticket volume.

View page → Ready