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Investment Club: Member History

Having invited your club members and set their role and access rights, you then need to input the dates they joined / left the club via the Member History of the CLUB PROBILE >> page.

Club profile history button.png


You will see a section on the Club Profile page, called "Member History". This is the section you will use to input the dates that members joined and left the club.


You will need to input the member history for each of your club member's in turn.
To do so, for each member, simply:
1) select the club member's name from the drop down menu
2) select the event type (member joined, member left or member rejoined) from the drop down menu
3) input the date the member joined/left or re-joined the club
4) click the "add button", as illustrated below:


NB: you need to input the date in a specific format, for example "16 Jul 2009" or "3 Nov 05". Alternatively, select the correct date from the drop down menu that appears below the date field. The system will not recognise dates entered in any other format eg 16/07/2009.


Club profile member history.png


As you add an event for each member, it will appear in the Member History list. When you have finished adding the joining and leaving dates for each of your club members, click the "done" button, as illustrated:


Club profile finished history.png


As you can see, the status of each of your members has been updated. The Member Privileges & Status section will now display only the current club membership based on the joining and leaving data you input.

Club profile status update.png



If you need to make a change and edit a member status, follow the procedure described on the Edit Member History page



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The information and data provided is for educational and informational purposes only. Interpretation and use of the information and data provided is at the user's own risk. All information and data on this website is obtained from sources believed to be accurate and reliable. However, errors or omissions are possible due to human and/or mechanical error. All information and data is provided "as is" without warranty of any kind. We make no representations as to the accuracy, completeness, or timeliness of the information and data on this site and we reserve the right, in its sole discretion and without any obligation, to change, make improvements to, or correct any errors or omissions in any portion of the services at any times. Past performance is not a guarantee of future results. Trading carries a high level of risk to your capital and can result in losses that exceed your deposits. It may not be suitable for everyone so please ensure you fully understand the risks involved.


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