How do I change or cancel my investment?

We understand that sometimes things change. To adjust or to cancel your investment, first access the deal from the Investments Dashboard.

Cancel Investment

 

If you have not yet subscribed to the deal and signed the fund documents, you can simply select Cancel Investment on the Deal details page. 

You will be given the opportunity to confirm that you would like to cancel.

 

The deal will appear on your Investments Dashboard as Cancelled.

If you have already signed the documents, you will have the choice to Edit Investment or Cancel Investment.

When you select Cancel, the process is the same as outlined above.

Edit Investment

From the Deal details page,  select Edit investment.

Because you have already signed the documents and subscribed to the deal, you'll be required to confirm that all legal documents will be cancelled and a full refund will be initiated. Glassboard does not issue partial refunds at this time.

 

You will then be prompted to go back to the beginning to restart the process to enter a new subscription amount and re-sign a new set of documents.