Difference between revisions of "Adding an Investment"
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| − | == | + | ==Adding an Investment (IL210)== |
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| + | There are certain situations in which you will need to add a new investment without purchasing one using the Cash Processing procedure. For example, if you have an investor whose investment is maturing and they want to reinvest, you would add a new investment and use the transfer and payout screen. | ||
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| + | '''NOTE: This screen should NOT be used to purchase a new investment. New investment purchases should be processed via the Investment Purchase process. For information on how to perform that procedure, please reference this page: [[Purchasing an Investment]]''' | ||
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| + | To add a new investment: | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
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| + | * Double-click Investments | ||
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| + | * Double-click Transactions | ||
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| + | * Double-click Investment Add. You will see this screen: | ||
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| + | [[File:Invest Add 1.png|center]] | ||
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Revision as of 21:05, 4 November 2011
Adding an Investment (IL210)
There are certain situations in which you will need to add a new investment without purchasing one using the Cash Processing procedure. For example, if you have an investor whose investment is maturing and they want to reinvest, you would add a new investment and use the transfer and payout screen.
NOTE: This screen should NOT be used to purchase a new investment. New investment purchases should be processed via the Investment Purchase process. For information on how to perform that procedure, please reference this page: Purchasing an Investment
To add a new investment:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Transactions
- Double-click Investment Add. You will see this screen:
