View Return Requests¶

Dashboard > Trades > View Return Requests

View Return Requests button highlighted on the Trades navigation bar

When an investor wishes to cancel their investment and receive a return, that request will show on the View Return Requests table. This table can also be navigated to directly from the Dashboard page.

Return Requests table listing return requests with trade and account details

Request Return¶

Dashboard > Trades > View Return Requests > Request Return

Request Return button highlighted on the Return Requests page

To request a return on an investment, navigate to Request Return and complete the form. This process will cancel the trade as well as initiate the fund return process, meaning the payment will either be voided or returned, dependent on the status of the investment at the time the request is made.

Request Return form with Trade ID, Requested By, Reason, and Notes fields

Archived Requests¶

Dashboard > Trades > View Return Requests > Archived Requests

Archived Requests button highlighted on the Return Requests page

Due to regulations, trade requests cannot be deleted, but can be archived. Utilizing the Bulk Action portion of this page, select the return requests to be archived, select "Archive", then select Apply. Archived return requests can be restored via the Archived Requests page.

Bulk Action¶

Dashboard > Trades > View Return Requests > Bulk Action selection

Bulk Action dropdown and Apply button highlighted on the Return Requests page

Utilizing the Bulk Action function from the Return Requests page, requested returns can either be archived or exported. To do this, select the desired requests then select the desired action from the dropdown menu.

Export

This export contains the following fields specific to the trade and the return request including, but not limited to: request return date and reason, Trade ID and creation date, and payment information. For more export and reporting options, see Reporting View.