Investment Type and Rate Maintenance
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Overview (IL203)
Investment Type/Rate Maintenance enables you to establish new investment vehicles as well as modify or deactivate existing ones. It’s where you will enter or change critical details of each of your investment offerings such as eligible rates of return, investment category, effective period, and term length. This is the information that makes an investment unique, and it applies whenever your client elects this type of investment.
From the DDI Connect main menu, do the following:
- Double-click Financial Services
- Double-click Investments
- Double-click Setup
- Double-click Type and Rate Maintenance. You will see this screen:
NOTE: What you see on this screen depends on the investment types already established within your system.
To add a new investment type, click the Add button on the toolbar. The fields are now editable:
