Difference between revisions of "Portfolio Purchase"
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(Created page with "=='''Overview of IL705'''== Category:Portfolios") |
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=='''Overview of IL705'''== | =='''Overview of IL705'''== | ||
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| + | Once you’ve established a new portfolio record to track an investment, you must assign funds to it by purchasing the portfolio. It is the purchase that actually issues funds to the party identified under the account. | ||
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| + | Note: If a portfolio purchase is entered in error, you can always reverse this process through purchase reversal. | ||
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[[Category:Portfolios]] | [[Category:Portfolios]] | ||
Revision as of 19:05, 4 September 2012
Overview of IL705
Once you’ve established a new portfolio record to track an investment, you must assign funds to it by purchasing the portfolio. It is the purchase that actually issues funds to the party identified under the account.
Note: If a portfolio purchase is entered in error, you can always reverse this process through purchase reversal.
