Subscriptions Received

When an investor requests a subscription, the associated information displays in the Subscriptions Received tab.

To review the subscription details:

1. Click the link under Lot ID to review the subscription request and perform next steps.

1. If the investor status is Pending, click the Investor ID link.

1. Click Approve or Reject.

2. Return to the Lot Details screen.

3. Use the buttons on the right to complete next steps (Accept, Reject, or Send for Remediation).

To accept the subscription:

1. Click Accept.

1. Click Confirm.

To reject a subscription:

1. Click Reject.

1. Click Go to Comments.

2. Complete the comment section.

3. Select the comments to share.

4. Click Reject again.

To request remediation:

1. Click Send for Remediation.

1. Click Go to Comments.

2. Complete the comment section.

3. Select the comments to share.

4. Click Send for Remediation again.

Note: Once assets are remediated, they return to the "incoming subscription" list.