Change Investment ACH Information

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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 ACH tab:


Invest Change ACH.png


To change the deposit frequency, click the drop down arrow to select from a list of deposit frequency options configured in your system.