Completing your order is a three-step process. 

Step 1: Submitted

After you submit your order, a Neighborly representative will review it to check that it meets your investment objectives and is suitable based on your investment profile. Learn more about suitability and investment objectives. At this stage Neighborly may contact you to ask for additional information or clarify your order if it cannot be approved based on the information you provided. If we are unable to reach you or your order is not deemed suitable for your objectives and profile, it may be held until we can clarify or rejected. We will always notify you when actions are needed on your order.

Step 2: Order allocated

After your order has been approved, it will be added to the queue for allocation. Allocations are subject to market conditions and availability.  Orders may be processed up to 2 business days after the order period. Each deal is different, and if we are only able to fulfill part of your order, we will contact you.

Step 3: Order delivered

After your order has been allocated we will initiate a trade into your brokerage account and an ACH transfer to withdraw the funds for your order unless you have previously funded your account. When this payment completes and the bonds have settled, your order will be delivered into your Neighborly account. At this point, you will be able to see your trade confirmation by visiting the statements section of your account.

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