Portfolio Maintenance

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Overview of IL701

Portfolio Maintenance allows you to create a new portfolio record or modify an existing one.

From the DDI Connect main menu, double-click Financial Services
Double-click Transactions
Double-click Portfolio Maintenance. You will see this screen:

Adding a New Portfolio

Editing an Existing Portfolio

Retrieved from "https://wiki.ddi.org/ddiconnect/index.php?title=Portfolio_Maintenance&oldid=8722"

Portfolios