Adding an Investment

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Adding an Investment (IL210)

There are certain situations in which you will need to add a new investment without purchasing one using the Cash Processing procedure. For example, if you have an investor whose investment is maturing and they want to reinvest, you would add a new investment and use the transfer and payout screen.


NOTE: This screen should NOT be used to purchase a new investment. New investment purchases should be processed via the Investment Purchase process. For information on how to perform that procedure, please reference this page: Purchasing an Investment


To add a new investment:


  • From the DDI Connect main menu, double-click Financial Services
  • Double-click Investments
  • Double-click Transactions
  • Double-click Investment Add. You will see this screen:


Invest Add 1.png
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