---
title: How do I track the status of my investment?
description: Help Center
---

[Skip to content](https://support.aetrust.com/how-do-i-track-the-status-of-my-investment#main-content)

English

Show submenu for translations

[More support](https://support.aetrust.com/kb-tickets/new?hsLang=en) [Customer portal](https://cs.aetrust.com/tickets-view?hsLang=en)

[![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg)](https://support.aetrust.com/?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://support.aetrust.com/kb-tickets/new)
- [Customer portal](https://cs.aetrust.com/tickets-view)
- [Contact us](https://aetrust.com/contact)

[Contact us](https://aetrust.com/contact)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.aetrust.com/?hsLang=en)
2. [Investor Portal](https://support.aetrust.com/investor-portal?hsLang=en)
3. [Online Portal](https://support.aetrust.com/investor-portal?hsLang=en#online-portal)

# How do I track the status of my investment?

### **Tracking Investment Status in the Online Portal**

You can easily monitor the progress of your investment by logging in to the AE Trust Online Portal. Investments are assigned a status to indicate where they are in the processing pipeline. Below are the possible statuses you may encounter:

#### **Investment Status Definitions**

- **Draft** – The Direction of Investment (DOI) has been started but has not yet been submitted.
- **In Process** – The DOI has been submitted and is actively being processed.
- **Compliance Review** – The DOI is under review to ensure it meets IRS guidelines and AET requirements.
- **Rejected for Compliance** – The investment was reviewed but did not meet compliance standards.
- **On Hold for Correction** – Corrections are needed before processing can continue. Notes explaining the required changes are visible in the Notes section of your DOI.
- **On Hold for Funds** – The investment is on hold until sufficient funds are available in your account.
- **On Hold for Account Issues** – There is an issue with your account that must be resolved before the investment can proceed.
- **Cancelled** – The investment was cancelled by either the account holder or AET.
- **Completed** – The investment has been fully approved and funded.

#### **Standard Review Timeline**

Investments submitted through the Online Portal are typically reviewed within **3–5 business days** from the date of submission.

### **How to Check Your Investment Status**

1. **Log in** to your account on the AE Trust Online Portal.
2. Navigate to the **INVEST (DOI)** section.
3. Locate your investment and review the status displayed.

### **Taking Action on an Investment Marked 'On Hold for Correction'**

**To Upload Required Documents:**

1. Click **INVEST (DOI)**.
2. Click the **three dots** to the right of your DOI and select **Edit**.
3. Scroll to the section needing attention.
4. Click **Add New Document**.
5. Click **Select Files to Upload**, choose your file(s), and then click **Upload**.

**To Edit DOI Details:**

1. Click **INVEST (DOI)**.
2. Click the **three dots** next to your DOI and select **Edit**.
3. Scroll down and click **Next**.
4. Review the information and click **Update** or **Submit** as needed.

**To View Notes from the Operations Team:**

1. Go to **INVEST (DOI)**.
2. Click the **three dots** next to the DOI and choose **See Details**.
3. Any notes from AET will be displayed at the top of the page.

### **Still Have Questions?**

If you are unable to track your investment status or need additional help, please contact our Support Team.

- [Investor Portal](https://support.aetrust.com/investor-portal?hsLang=en#main-content)
  
  
  
  
  
    - [Online Portal](https://support.aetrust.com/investor-portal?hsLang=en#online-portal)
    - [Transfer-ins and Rollovers](https://support.aetrust.com/investor-portal?hsLang=en#transfer-ins-and-rollovers)
    - [General Account Questions](https://support.aetrust.com/investor-portal?hsLang=en#general-account-questions)
    - [Tax Reporting and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#tax-reporting-and-compliance)
    - [Signing Request](https://support.aetrust.com/investor-portal?hsLang=en#signing-request)
    - [Bill Pay](https://support.aetrust.com/investor-portal?hsLang=en#bill-pay)
    - [Prohibited Transactions and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#prohibited-transactions-and-compliance)
    - [Fees and Payments](https://support.aetrust.com/investor-portal?hsLang=en#fees-and-payments)
    - [Investment Questions](https://support.aetrust.com/investor-portal?hsLang=en#investment-questions)
    - [Account Closure and Transfer-out](https://support.aetrust.com/investor-portal?hsLang=en#account-closure-and-transfer-out)
    - [Assets](https://support.aetrust.com/investor-portal?hsLang=en#assets)
- [Business Portal](https://support.aetrust.com/business-portal?hsLang=en#main-content)
  
  
  
  
  
    - [Getting started](https://support.aetrust.com/business-portal?hsLang=en#getting-started)
    - [FAQ](https://support.aetrust.com/business-portal?hsLang=en#faq)
    - [Training](https://support.aetrust.com/business-portal?hsLang=en#training)
    - [Investments](https://support.aetrust.com/business-portal?hsLang=en#investments)

[![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg "American Estate & Trust")](https://aetrust.com)

<https://www.facebook.com/people/American-Estate-Trust-AET/61576177315907/#> <https://www.linkedin.com/company/american-estate-and-trust> [mailto:support@aetrust.com](mailto:support@aetrust.com)

Copyright © 2025, American Estate & Trust