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      1. Glassboard Help Center
      2. 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
      • Service Level Tiers
      • 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?
      See more

      For Organizers

      • 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?
      See more
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      Glassboard Help Center
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