Difference between revisions of "Change Investment Issuance Method"
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(Created page with "=='''Overview'''== Category:Investments") |
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| + | {{Investment Maintenance}} | ||
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| + | Click the Methods tab: | ||
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| + | [[File:Investment Issuance Method.png]] | ||
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| + | Click the drop down arrow next to the Issuance Method field and select the new issuance method to be used. Click Save. You will see this message: | ||
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| + | [[File:Transaction Successful.png]] | ||
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| + | Click OK. You will be returned to the Investment Maintenance screen. You can now work with another investment or click Exit to leave the screen. | ||
[[Category:Investments]] | [[Category:Investments]] | ||
Latest revision as of 16:46, 22 March 2012
From the Investment Maintenance screen, type the number of the investment you wish to work with:
Click Find or press enter. The system will populate the screen with the investment information:
Click the Methods tab:
Click the drop down arrow next to the Issuance Method field and select the new issuance method to be used. Click Save. You will see this message:
Click OK. You will be returned to the Investment Maintenance screen. You can now work with another investment or click Exit to leave the screen.
