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How Do I Archive or Reopen an Investment?

For SponsorsBy Syndelo

How to archive an investment when its work is done and how to request reopening.

Archive an investment from the bottom of its Overview tab, in Close or Reopen This Investment. A second person must review and approve.

Before you archive

Clear the investment's balances, finish open requests, and stop scheduled payouts. Any remaining items are listed under Work to Finish.

Request an archive

  1. Open the investment's Overview tab.
  2. In Close or Reopen This Investment, click Request Archive.
  3. Answer Why Is This Investment Ready to Archive? and submit.
  4. A second person approves it with Approve Archive.

After archiving

Investors can still read their history and files. New money activity is blocked, and classes cannot be edited.

Reopen an investment

If a late balance or correction needs work, click Request Reopening, describe it under What Late Balance or Correction Needs Work?, and submit. A second person approves it with Approve Reopening.

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