Difference between revisions of "Portfolio Maintenance"
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(Created page with "=='''Overview of IL701'''== Category:Portfolios") |
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=='''Overview of IL701'''== | =='''Overview of IL701'''== | ||
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| + | Portfolio Maintenance allows you to create a new portfolio record or modify an existing one. | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Transactions | ||
| + | * Double-click Portfolio Maintenance. You will see this screen: | ||
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| + | [[File:Portfolio Maint 1.png]] | ||
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| + | ===Adding a New Portfolio=== | ||
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| + | ===Editing an Existing Portfolio=== | ||
Revision as of 16:38, 4 September 2012
Overview of IL701
Portfolio Maintenance allows you to create a new portfolio record or modify an existing one.
- From the DDI Connect main menu, double-click Financial Services
- Double-click Transactions
- Double-click Portfolio Maintenance. You will see this screen:
