How do I cancel a transfer or deposit to my personal investment portfolio?
If you’d like to cancel a transfer or deposit, don’t fear—it’s a very simple process that can be completed only in the app. We’ve outlined the steps you’ll need to take below.
Please keep in mind that we can only cancel transfers marked as “pending,” so you’ll want to take action before the transfer or deposit clears. At this time, we’re only able to process cancelations made in the app.
Here’s how it works:
- From the Home screen, select the Invest tile.
- Scroll down to your Activity section.
- Once you’ve found the transaction you’d like to cancel, tap it to bring up the Purchase Details.
- At the bottom of the Purchase Details screen, tap the option to cancel your deposit or transfer.
- Once you’ve confirmed the cancelation, you’re all set!
If you’re still having trouble canceling your transfer or deposit, or if you’ve run into an issue while trying to do so, we’re happy to help. You can contact Support here.
Debit Account Services provided by Green Dot Bank and Stash Visa Debit card issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. Visa is a registered trademark of Visa International Service Association. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. All of the registered trade names are used by and refer to a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. Green Dot is a registered trademark of Green Dot Corporation. (c) 2018 Green Dot Bank. All rights reserved. Investment products and services are not offered by Green Dot Bank and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.
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