Adjust an Investment Amount
A manager can adjust the amount of any Investment, up until documents are generated for signature.
Written by Aidee Barron
Updated over a week ago

An investment amount should only be adjusted in consultation with the investor, generally for the purposes of:

  • Correcting an error.

  • Updating an investment to be below the set minimum.

  • Updating the amount due to a change of mind.

To update the amount, log into your manager dashboard and select Investments.

Open the investment you wish to edit. Click EDIT and change the investment amount.

Note: Changes can only be made to IN PROCESS investments, and only up until documents are generated for signing.

If you need to reverse a contribution in order to edit or delete an investment click here.

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