Difference between revisions of "Investment Balance Inquiry"

Latest revision as of 14:00, 22 October 2012

The Investment Balance Inquiry screen allows you to view a quick summary of investment balances, based on the sort parameter you select.

In the View field, click the drop down arrow to select the View method you wish to use. The system will display this popup:

The screen will then display investment information based on your selection:

If you wish to view the screen information in a spreadsheet, right click on a column header and select Display in Spreadsheet:

This will launch the data in spreadsheet form.

When you have finished viewing the information, click Exit to leave the screen.

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 =='''Overview of IL222'''==
+The Investment Balance Inquiry screen allows you to view a quick summary of investment balances, based on the sort parameter you select.
+* From the DDI Connect main menu, double-click Financial Services
+* Double-click Investments
+* Double-click Investment Balance Inquiry. You will see this screen:
+[[File:Investment Balance Inquiry 1.png]]
+In the View field, click the drop down arrow to select the View method you wish to use. The system will display this popup:
+[[File:Investment Balance Inquiry 2.png]]
+The screen will then display investment information based on your selection:
+[[File:Investment Balance Inquiry 3.png]]
+If you wish to view the screen information in a spreadsheet, right click on a column header and select Display in Spreadsheet:
+[[File:Investment Balance Inquiry 4.png]]
+This will launch the data in spreadsheet form.
+When you have finished viewing the information, click Exit to leave the screen.
 [[Category:Investments]]