How to Make a Change to Your Transaction

This article reviews how to make any edits or changes to an Investment (Transaction) previously submitted.

Use Case: It is highly recommended that this feature should be used only if there are misspellings of names or emails and/or incorrectly input Social Security/EIN Numbers, etc. All other inquiries on changes should be confirmed with your Fund Manager or emailing support@verivest.com.

1. In your Investor Portal under Transactions, select the investment you need to make a change on.
2. Select Actions, and select on Suggest changes.
3. Enter the details of the change needed, select the box below that states: I understand that clicking below will remove and revoke any signatures and void the current agreement, reopen the transaction for editing, change the transaction status to Needs Changes and email your message to NAME.
4. Once complete, click on Submit and Send.
5. This pop-up will show up to confirm that you would like to make appropriate edits. Click Yes, send.
6. After you click on Yes, send, a purple bar on the page will state: Please review and Submit. From here, you can make the appropriate edits and click Submit again for your modified Transaction to be reviewed.

If you need further assistance, please email support@verivest.com.