Admin Perspective

Investment cancellation process. Admin Perspective #

  1. When an investor submits a cancellation request, it appears in the admin panel under Investments > Waiting for Cancellation.
  2. Admins can either revert the investment to its previous status or approve the cancellation:
    • If declined, the investment status reverts to its previous state before the cancellation request.
    • If approved:
      • The investment status changes to CANCELED BY MANAGER.
      • The trade at North Capital is canceled.
      • If the Dwolla transfer status is pending, the transfer is canceled.
      • If the Dwolla transfer status is processed, meaning the funds have already been sent to North Capital, the Dwolla transfer can no longer be affected.
  3. If the investment has already been paid, the refund process is initiated.