View the details of a transaction

It is possible to access the details of a pending transaction to:

  • Validate it
  • Edit it

To view the detail

  • Go to Subscriptions -> choose the transaction -> see the details
  • Edit, save and generate the subscription documentation

You have information on:

  • The investor (click on the link to access the profile)
  • The associated partner distributor (click on the link to access the profile)
  • The transaction and its status
  • The associated bank account
  • The investment path that can be changed

Only administrators can modify pending transactions

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