Customer Wiki / Account overview and account statuses
Account overview and account statuses
The account overview is the first tab in the account centre. It is designed to show what needs attention next.
What the overview shows
- Verification status.
- Profile status.
- Onboarding review status.
- Suggested next step.
- Trade and funding tracker.
- Recent activity history.
- Statement download.
Status meanings
| Status | Meaning |
|---|---|
| Required | You still need to complete verification or profile details. |
| Pending verification | Verification or profile review is still pending. |
| Approved | Your account has passed review. |
| Active | The customer profile is active. |
| Pending review | Carbon Trader is reviewing something you submitted. |
| Suspended/rejected | Access has been restricted. Contact support. |
Trade tracker
The tracker shows settlement and funding steps such as:
- Waiting for buyer funds.
- Waiting for NZUs.
- Ready for release.
- Completed.
- Wallet withdrawal pending review.
Statements
Use Download statement CSV to export your own account activity for records and reconciliation. Statements can include listings, requests, payments, settlements and wallet actions.