If you’d like to view the status of your investment, all you need to do is head over to the “My Portfolio” section of your membership dashboard.
In this example, I selected “pay by wire,” which means no funds have been sent into escrow.
This means the investment will not show up in the “investments” section of your portfolio.
Instead, you will see an icon appear next to the “Pending Transactions” tab.
If you click the “See Details” screen, you will be taken back to the “thank you” page.
- If for any reason you need to change your payment method, please email email@example.com for assistance.
If for any reason you’d like to cancel your transaction, you can do so by clicking the “cancel transaction” button at the bottom of the page.
Last but not least, you now have a section called “Transaction History” where – as the name implies – you can view every transaction you’ve made on our platform.
You’ll be able to view the investment amount, date of investment, KYC status, the investment status, and payment method.
For example purposes, you’ll see the now-cancelled transaction in this list.