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Delete an Investment

How to delete an investment or contribution transaction.

Jay Krause avatar
Written by Jay Krause
Updated over a month ago

Video Instructions

Written Instructions

To start, navigate to the Position within the relevant Project.

Within the Position, simply click on the row of the Investment in the Transactions table, and hit Delete on the Investment Detail pop-up.

Note: Investments completed via an ACH payment cannot be deleted, please reach out to support@investnext.com for assistance.

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