How do I view my investment status?
To view your investment status follow these steps:
- Login to your StartEngine account.
- Once you are logged in, click your name in the top right hand corner.
- Click "My Investments".
- Click "View Current" and the status of your investment can be found next to the company you invested in.
- Or simply click here to go to your Investment Dashboard once logged in
Different stages of your investment
Incomplete - You have begun the investment process but have not completed all of the steps to finalize your investment. Make sure that you click the green "Submit" button after clicking "Invest Now" on the campaign home page. Once you have submitted your investment, you will receive a confirmation email immediately following submission. If you elected to pay by wire, instructions will be emailed to you.
Submitted - You have successfully submitted your investment and it is currently pending. It could be pending because the offering has not yet reached their minimum funding goal, the funds have not yet left reached the escrow account or are still undergoing the necessary checks. If there is any problem with your investment, you will be notified by StartEngine.
Cleared - StartEngine has received your payment for your investment and we have successfully verified all of the required investor checks. There is nothing else that you need to do at this time.
Invested - After the company has conducted a close on their offering, those investments that have cleared will be then moved to "Invested". This means your funds have been disbursed to the company you have chosen to invest in and you can no longer get a refund on your investment
When will I get my shares?
At the close of an offering, all investors whose funds have "cleared" by this time will be included in the disbursement. At this time, each investor will receive an email from StartEngine with their Countersigned Subscription Agreement which will serve as their proof of purchase moving forward. Please keep in mind that a company can conduct a series of "closes" or withdrawals of funds throughout the duration of the campaign. If you are included in that withdrawal period, you will be emailed your countersigned subscription agreement and proof of purchase immediately following that withdrawal.