Actions Required
What to do when your investment needs attention
Sometimes your investment needs something from you before it can move forward. Here is what "action required" means and what to do.
Where You Will See Action Alerts
Action alerts appear in two places:
- Portfolio page — The "Attention" section at the top shows all investments that currently need your action
- Investment detail page — A banner at the top describes the specific action required and what you need to do
Types of Actions
Payment Retrying
Informational — No action required. If your payment could not be processed due to insufficient funds, the platform will automatically retry. You will see "Payment Retrying" and receive an email with the retry date.
What to do:
- Make sure your bank account has enough funds before the retry date
- No other action is needed — the platform handles the retry automatically
- If the retry succeeds, your investment will continue processing normally
Payment Failed
Your payment could not be processed and all automatic retries have been exhausted, or the failure is permanent (for example, an account closure or authorization issue).
What to do:
- Contact support to discuss your options
- You may need to re-link your bank account or switch to wire transfer
- Your investment will not be cancelled automatically — the team will work with you to resolve the issue
See Payment Issues for detailed guidance.
Wire Transfer Pending
You selected wire transfer as your payment method and need to send the wire for your investment to proceed.
What to do:
View wire instructions
Go to your investment detail page and click the wire instructions link.
Initiate the wire
Log in to your bank and initiate a wire using the exact details provided — account number, routing number, and reference code.
Wait for confirmation
The platform will confirm receipt once the wire arrives and is matched to your investment.
Wire instructions are only available in the portal for security — they are never sent directly in email.
See Wire Transfers for more details.
Balance Due
There is an outstanding balance on your investment, usually because your investment amount was adjusted upward. Additional funds are needed to cover the new commitment amount.
What to do:
- For ACH: The platform will automatically initiate a supplemental payment from your linked bank account
- For wire: You will receive updated wire instructions for the remaining balance
- No action may be needed from you — check the investment detail page for specifics
Additional Information Needed
In rare cases, we may need additional information to complete your account verification.
What to do:
- Check your email for instructions from our team
- You can update your information through your account settings or investment profile page
- If you are unsure what is needed, contact our support team
How to Resolve Actions
Go to your Portfolio
Look for the "Attention" section at the top — it shows investments that need your action.
Click the investment
View the action banner with specific instructions for that investment.
Follow the instructions
Complete the required action. Once resolved, the alert will automatically disappear.
Common Questions
How long do I have to complete an action? There is no strict deadline for most actions. However, your investment cannot proceed until the action is resolved. We recommend addressing actions promptly to avoid delays.
What happens if I do not act? Your investment will remain in its current state until the action is resolved. The platform will not cancel your investment automatically — but the deal may close while your investment is still waiting, so it is best to act quickly.
Who can I contact if I need help? If you are unsure what to do or need assistance, reach out to our support team. We are happy to help.
Last updated 2 weeks ago
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