As you work with your investors, there may be occasions when an investment needs to be removed. When you need to delete a specific investment, you are able to do that from the investment page unless this investment has received distributions or was funded via ACH direct deposit.

You can navigate to the investment from the Investment Entity.

=> Select Menu from the Home Dashboard

=> Then select Investment Entities

=> Select the Investment Entity

=> Click on the investor’s name

You can navigate to the investment from the Investor Accounts page.

=> Select Menu from the Home Dashboard

=> Then select Investor Accounts

=> Select the Investor Account

=> Select the name of the investment

You can navigate to the investment from the Contacts page.

=> Select Menu from the Home Dashboard

=> Then select Contacts

=> Select the name of the investor

=> Select the Investments tab

=> Click on the name of the investment

Each path leads you to the same investment page. From here, click on Delete investment.

If this investment has distributions or ACH funding, you will get a message that you cannot delete the investment. For an investment that meets the qualifications, once you confirm the deletion, the investment and all associated documents and payment history will be removed.

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].

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