Investment Daily Checklist

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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.