Investment Financial Adjustment
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Overview of IL206
The Investment Financial Adjustment screen allows you to alter information such as the investment's principal balance or accrued interest. This should only be done as a last resort, as this screen overrides the normal functions of the DDI Connect Investment system. To access the financial adjustment screen:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Transactions
- Double-click 206 Financial Adjustment. You will see this screen:
