Glassboard Help Center
Go To Glassboard
Contact Us
x
Getting Started with Glassboard
Back to home
Glassboard Help Center
Glassboard FAQs
Getting Started With Glassboard
Glassboard FAQs
General
For Investors
For Organizers
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 to find your 2021 K-1 Statements for Investors
Why do I need to provide the name of my bank?
I have wired in my funds, but they don't appear on Glassboard. Why?
Why can't I sign my fund documents?
How do I delete unwanted or duplicated investments showing on Glassboard?
Can I use a Self-Directed IRA to invest in a deal?
Why can't I see all of my previous deals/investments?
Does my wire have to match my subscription amount?
Why do I need to provide my Social Security Number (SSN) / Employer Identification Number (EIN)?
Can I invest using Alto IRA?
For Organizers
What do I enter for the Asset Name?
What is an Expense Reserve?
What do I enter for Entity Legal Name?
How to Close a Deal at Assure
Who should be the Organizer and who should be the Fund Manager?
Should I be an Exempt Reporting Advisor?
What is the Arbitration Location?
What is an Expense Reserve?
