How to Cancel an Order

Modified on Thu, 12 Oct 2023 at 06:21 AM

To cancel an order, the first thing you’ll want to do is go to your Portfolio.


For any orders that have NOT been executed – but payment has been received – you will see it in your Investments dashboard.  



To cancel, all you need to do is click the “Cancel” text and the order will be canceled.


Please be advised for all funds sent via Credit Card or ACH will be refunded once you cancel. However, if you sent funds by wire transfer or check, you will need to email support@equifund.com in order to verify the return address for funds (we are legally required to do this).


For any orders that have NOT been executed – but payment has NOT been received – you will see it in your Pending Transactions  


Go to the “Transaction History”  section of your My Portfolio Dashboard. Once there, you will see any orders where payment has not been received.  



All you need to do is click “See Details”.

On the next page you will see the “Cancel Transaction” text at the bottom of the page. Click that to cancel your order.



Please be advised for all funds sent via Credit Card or ACH will be refunded once you cancel. 

However, if you sent funds by wire transfer or check, you will need to email support@equifund.com in order to verify the return address for funds (we are legally required to do this).

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