We understand that when it comes to your investment capital, you want to know exactly where it is and what is happening with your order.
After making an investment, please navigate to the “My Portfolio” dashboard in your member portal by using this link: https://invest.equifund.com/portfolio/investments
You will see three tabs: Investments, Pending Transactions, and Transaction History
Transaction History will show a complete record of every transaction made on the platform. Immediately after investment, it is likely that you will see it under the “Pending Transactions” tab. Once funds have been received and the transaction has cleared, it will be moved to the “Investments” tab.
If funds have not been withdrawn from your funding method (i.e. your credit card or bank account) and it is not displayed correctly in your My Portfolio dashboard, it is likely due to an error with your order; The most common reason for order failure is due to a credit card being declined by the payment gateway or otherwise being flagged by your bank.
If funds have been withdrawn from your funding method and it is not displaying correctly in your My Portfolio dashboard, please do not panic!
It is likely an easily fixable issue. In some cases, the bank may have placed a hold on the funds but not approved the transaction. This issue can be resolved by calling your bank and asking them to approve the transaction.
In other cases, the easiest (and often quickest) way to solve the problem is to cancel your transaction by going to the “Pending Transactions” tab and submit a new order with a new payment method.
If funds have been withdrawn and your investment isn’t being displayed at all in any of the tabs of your portfolio, please contact firstname.lastname@example.org and we will be happy to assist you.
In the event there is a duplicate charge, please do not call your credit card company and issue a chargeback. You can cancel the transaction yourself or we can cancel it for you. Any chargeback requests will only add unnecessary delays to the refund process.