Checking Your Order Status

Modified on Thu, 12 Oct 2023 at 05:07 AM

As a reminder, you can always check the status of your investment by going to the [“Transaction History”](  section of your My Portfolio Dashboard.

There are four columns you want to pay attention to:  KYCStatusType, and E-Sign.

For KYC, you will see:

  • Run KYC: As the name suggests, this means we have not performed any AML/KYC verification.
  • Approved: This means you passed AML/KYC
  • Failed: This means you DID NOT pass the AML/KYC. We will contact you to request additional documentation in order to clear this error.

For Status, you will see:

  • Rejected: This likely means your payment was rejected. To fix this, click on the grey pencil icon to update your payment method.
  • Pending: This means your funds have not been received.
  • Payment Received: this means that your funds are in escrow.
  • Approved: This means your funds have cleared, AML/KYC check is good, and your order will be executed in the next Roll Close
  • Complete: this means that your investment is finalized (please be aware of the 21-day rule; no orders can be executed until 21 days after the first day the offering is made public).

For Type, you will see:

  • Contribution: This indicates you have an active order
  • Commitment: This means you have been put on the waiting list

For E-Sign, you will see

  • 2/2 Incomplete: This means that you have not signed the subscription agreement. Please go to the [My Documents]( folder, click on the “Awaiting another signature” folder, then click on the red box to open the e-sign and complete your side.
  • 1/2 Incomplete: This means the issuer has not signed.
  • Complete: This means both parties have signed and the order is complete. The executed subscription will now be in your [My Documents]( folder under “Completed”

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article