Reversing A Contribution

This article goes over how to reverse a contribution on an investment.

Updated over a week ago

Reversing a contribution is required before you can delete or modify an investment. To reverse a contribution follow the steps below:

  1. Click on Investments

  2. Locate the appropriate investment

  3. Click the "X" next to the contribution

  4. Confirm that you want to reverse the contribution

  5. See confirmation or rejection via email (subject will be Reversal Request Complete/rejected)

Now, you can proceed with modifying the investment. If you want to delete the investment, please contact They will remove the confirmation of receipt of funds.

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