Change Investment Type
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Overview
From the Investment Maintenance screen, enter the investment that you are changing the Type for:
Click Find or press Enter. The screen will now populate with the investment information:
To change the investment type, type the new investment type code in the Inv type field or click the list icon to select from a list of active investment types in the system. You will see a message:
Click OK. Review the information on the screen. If it is correct, click the Save button on the toolbar. You will see this message:
Click OK to return to the Investment Maintenance screen. You can now modify another investment or click Exit to leave this screen.
