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Monthly Report on Underlying Loan Status

Investors need a monthly report on the status of underlying loans for RBNF and PFNF, particularly as those investments draw to a close. Upright has not been transparent with investors regarding non-performing loans. As a result, investors have no ...
Guest about 1 month ago in Accredited Investor Services 0 New

Be transparent with your investors

Investors are close to going to local law firms due to no response to their money being tied up not receiving payments or updates. Update people if there is an issue, don't hide from it.
Guest about 1 month ago in Reporting & Data 0 New

Answer the phone

I have never once, in probably 100 attempts, had anyone at Upright answer the phone, including the Investor Relations line.
Guest about 1 month ago in Accredited Investor Services 0 New

Payoff existing investments before soliciting new ones.

Push foreclosures hard.
Guest about 2 months ago in Funds Due To Investors 0 New

YTD interest earned instead of total earned

this will be good for tax planning

Monthly PDF Statements

Please describe your idea. It is standard practice for all financial platforms to offer a PDF download of monthly statements that reflect the current balance (value) and holdings for an account. How will this idea help you? Reporting and portfolio...

Add a search filter to the Offering page to allow to filter by credit score, location, etc

Please describe your idea/enhancement. The Browse Offering page https://invest.app.upright.us/deals currently is just a flat list and does not include any type of search filter. It would be helpful to be have a search by criteria, including credit...

Split investment funding with available wallet balance + rest with your connected bank/wire

Please describe your idea/enhancement. Being able to use my current balance $ in my wallet plus the remaining investment amount from my saved bank account. For example on a $5K investment - say you have 2K in your Upright wallet this feature will ...

Filter payment history data

Currently the only option to change the view of the payment history is to sort on the column headings. If you are looking for payments on a particular offering, you need to first sort based on the name, and then page through many results to find t...
Holly Giles 2 months ago in Reporting & Data 0 New

Allow option to reinvest Horizon fund distributions automatically.

This is commonly available with mutual funds. It would save time for investors who just want to put their profits back into the same fund.
Guest 4 months ago in Funds Due To Investors 0 New