Difference between revisions of "Change Investment ACH Information"

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(Created page with "=='''Overview'''== Category:Investments")
 
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=='''Overview'''==
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{{Investment Maintenance}}
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Click the ACH tab:
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[[File:Invest Change ACH.png]]
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To change the deposit frequency, click the drop down arrow to select from a list of deposit frequency options configured in your system.
  
  
 
[[Category:Investments]]
 
[[Category:Investments]]

Revision as of 12:38, 23 March 2012


From the Investment Maintenance screen, type the number of the investment you wish to work with:


Invest Change 1.png


Click Find or press enter. The system will populate the screen with the investment information:


Invest Change 2.png


Click the ACH tab:


Invest Change ACH.png


To change the deposit frequency, click the drop down arrow to select from a list of deposit frequency options configured in your system.