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Glassboard FAQs
Getting Started With Glassboard
Glassboard FAQs
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Glassboard FAQs
The most common questions that are asked about navigating Glassboard
General
I am having an issue with cookies
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?
