Difference between revisions of "Performing an IRA Distribution"
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(Created page with "==Performing an IRA Distribution== Within the DDI Connect Investments module, it is easy to perform an IRA distribution. # Go to Financial Services # Select Investments # Sel...") |
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Within the DDI Connect Investments module, it is easy to perform an IRA distribution. | Within the DDI Connect Investments module, it is easy to perform an IRA distribution. | ||
| − | + | * Go to Financial Services | |
| − | + | * Select Investments | |
| − | + | * Select Transactions | |
| − | + | * Select Investment Payout. You will see this screen: | |
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| + | [[File:Investment Payout 1.jpg]] | ||
| + | <br> | ||
| + | * In the Inv # field, type the number of the investment that you are doing the payout for, and either click Find or press enter. The screen will populate with the investment's information | ||
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Revision as of 18:57, 27 September 2011
Performing an IRA Distribution
Within the DDI Connect Investments module, it is easy to perform an IRA distribution.
- Go to Financial Services
- Select Investments
- Select Transactions
- Select Investment Payout. You will see this screen:
- In the Inv # field, type the number of the investment that you are doing the payout for, and either click Find or press enter. The screen will populate with the investment's information
