Difference between revisions of "Deleting an Investment"
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(Created page with "=='''Overview of IL217'''== Category:Investments") |
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=='''Overview of IL217'''== | =='''Overview of IL217'''== | ||
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| + | DDI Connect allows you to delete an investment, as long as there are no transactions such as deposits, redemptions, etc. This functionality is primarily intended for situations where an investment was created in error, or the investor changes their mind before depositing funds, etc. | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Investments | ||
| + | * Double-click Transactions | ||
| + | * Double-click 217 Investment Delete. You will see this screen: | ||
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| + | [[File:Delete Investment 1.png]] | ||
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| + | In the Inv # field, type the investment number you are wanting to delete. You can also click the list icon to select from a list of investments in the system. Press enter or click Find. The investment information will now populate: | ||
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| + | [[File:Delete Investment 2.png]] | ||
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[[Category:Investments]] | [[Category:Investments]] | ||
Revision as of 16:23, 24 April 2012
Overview of IL217
DDI Connect allows you to delete an investment, as long as there are no transactions such as deposits, redemptions, etc. This functionality is primarily intended for situations where an investment was created in error, or the investor changes their mind before depositing funds, etc.
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Transactions
- Double-click 217 Investment Delete. You will see this screen:
In the Inv # field, type the investment number you are wanting to delete. You can also click the list icon to select from a list of investments in the system. Press enter or click Find. The investment information will now populate:
