How do I cancel a pending Investment in Greenlight?

Changed your mind? No worries, it happens!

You can cancel an investment as long as it’s still in a pending state. When a buy order is first placed, it may show as “$ pending buy” while it waits to be executed. During that window, you have the option to cancel.

Once the investment is no longer pending and the trade has been placed, it can’t be canceled so the order will move forward as scheduled.

When can I cancel an investment?

You can only cancel an investment that's in a “Pending” state.

A pending buy means that the order has been submitted but the trade has not been executed yet

Unfortunately, if the order is no longer pending, the trade has already been placed and cannot be reversed.

How do I cancel a pending investment?

If the investment is still pending, follow these steps in the Greenlight app:

1. Tap the “Invest” tab
2. Tap the Invest tile for the family member’s account
3. Select the investment that shows “$ pending buy”
4. Tap “Cancel”
5. Confirm “Yes” that you’d like to attempt to cancel the investment

Once you see the confirmation message, you’re all set!

What if I don’t see the “Cancel” option?

If you don’t see a “Cancel” button, the investment is no longer pending. That means the trade has already been placed and cannot be canceled. If you are unable to cancel your investment and would like to sell it once it's settled, check out this article.