Difference between revisions of "Registering State Sales"

From Documentation
Jump to navigation Jump to search
(Created page with " doc will go here Category:Investments")
 
Line 1: Line 1:
 +
When you add a new type of investment, you have to register in the states that you are authorized to sell those investments in.
  
doc will go here
+
Once you have added the new type, you can register it. For information on how to add a new investment type, reference this page:  There are two ways to do this:
  
 +
==='''Authorized to Sell in All States'''===
  
 +
 +
If you are authorized to sell this investment type in all states, you can use the Auto registration process. Once you have set up the investment type
  
 
[[Category:Investments]]
 
[[Category:Investments]]

Revision as of 19:44, 20 February 2012

When you add a new type of investment, you have to register in the states that you are authorized to sell those investments in.

Once you have added the new type, you can register it. For information on how to add a new investment type, reference this page: There are two ways to do this:

Authorized to Sell in All States

If you are authorized to sell this investment type in all states, you can use the Auto registration process. Once you have set up the investment type