Skip to main content
How to Delete an Investment

How to delete an investment or contribution transaction.

Jay Krause avatar
Written by Jay Krause
Updated over 2 months ago

Deleting an investment from a position can be accomplished in just a few steps.


Step-by-Step Instructions:

Step 1. To start, navigate to the Position within the relevant Project and click into the account in question.

Step 2. Click into the investment within the Transaction table and hit Delete on the Investment Detail pop-up.

Step 3. A pop up will appear and lastly type "delete" and click the "Delete" button to confirm.

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

Video Instructions


Did this answer your question?