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General Tax Questions
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Glassboard Help Center
Glassboard FAQs
Getting Started with Glassboard
Glassboard FAQs
General
For Investors
For Organizers
Assure Labs
Investor Help
Investment Process
Accounts and Profiles
Wiring Money
Common Tax Questions
General Tax Questions
For Organizers
Client Experience
New Features
Deal Track and Market
Announcements
Glassboard FAQs
The most common questions that are asked about navigating Glassboard
General
I am having an issue with cookies
For Investors
How do I delete unwanted or duplicated investments showing on Glassboard?
Why do I need to provide my Social Security Number (SSN) / Employer Identification Number (EIN)?
Can I invest using Alto IRA?
Why can't I sign my fund documents?
I have wired in my funds, but they don't appear on Glassboard. Why?
Does my wire have to match my subscription amount?
Why do I need to provide the name of my bank?
Can I use a Self-Directed IRA to invest in a deal?
Why can't I see all of my previous deals/investments?
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For Organizers
How to Close a Deal at Assure
What is an Expense Reserve?
Should I be an Exempt Reporting Advisor?
Who should be the Organizer and who should be the Fund Manager?
What do I enter for the Asset Name?
What do I enter for Entity Legal Name?
What is the Arbitration Location?
What is an Expense Reserve?
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