Difference between revisions of "Performing an IRA Distribution"
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* Select Investment Payout. You will see this screen: | * Select Investment Payout. You will see this screen: | ||
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| − | * 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 | + | * 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 19:35, 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:
