Difference between revisions of "Investment Daily Checklist"
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[[Category:Investments]] | [[Category:Investments]] | ||
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| + | Renewals | ||
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| + | 1. If this is a rollover with no changes, no action is required from you. The system will automatically handle it. If this is a renewal that has a change in terms, without a change in dollar amount prior to maturity, move to Step #2. | ||
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| + | 2. Go to Financial Services Investments Transactions 210 Investment Maintenance. | ||
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| + | 3. Enter the Investment Number and Click Find (or Enter on your Keyboard). | ||
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| + | 4. Update the record: | ||
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| + | * Change In Interest Payment Method (if needed): Click Payment Tab Update Renew pay code to what they want it to be when it renews. | ||
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| + | * Update the Redemption Method: Click Methods Tab chose the proper Redemption method. | ||
Revision as of 12:03, 22 June 2020
Overview
Renewals
1. If this is a rollover with no changes, no action is required from you. The system will automatically handle it. If this is a renewal that has a change in terms, without a change in dollar amount prior to maturity, move to Step #2.
2. Go to Financial Services Investments Transactions 210 Investment Maintenance.
3. Enter the Investment Number and Click Find (or Enter on your Keyboard).
4. Update the record:
- Change In Interest Payment Method (if needed): Click Payment Tab Update Renew pay code to what they want it to be when it renews.
- Update the Redemption Method: Click Methods Tab chose the proper Redemption method.
