Difference between revisions of "Change Investment ACH Information"
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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. | To change the deposit frequency, click the drop down arrow to select from a list of deposit frequency options configured in your system. | ||
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| + | On this screen, you can also modify: | ||
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| + | * Next deposit date | ||
| + | * Deposit amount | ||
| + | * Deposit ABA # | ||
| + | * Deposit bank account | ||
| + | * Account type | ||
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| + | When you have finished making your modifications, 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]] | ||
Revision as of 12:46, 23 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 ACH tab:
To change the deposit frequency, click the drop down arrow to select from a list of deposit frequency options configured in your system.
On this screen, you can also modify:
- Next deposit date
- Deposit amount
- Deposit ABA #
- Deposit bank account
- Account type
When you have finished making your modifications, 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.
