Change Investment Issuance Method

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From the Investment Maintenance screen, type the number of the investment you wish to work with:


Invest Change 1.png


Click Find or press enter. The system will populate the screen with the investment information:


Invest Change 2.png


Click the Methods tab:


Investment Issuance Method.png


Click the drop down arrow next to the Issuance Method field and select the new issuance method to be used. Click Save. You will see this message:


Transaction Successful.png


Click OK. You will be returned to the Investment Maintenance screen. You can now work with another investment or click Exit to leave the screen.