Adding an Investment

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Purchasing a New Investment via Cash Processing (IL210)

Within DDI-Connect, investment purchases should be done via the Cash Processing screens. Investments should not be added to the system until the funds have been received, as you do not have the ability to delete investments from the system.


To purchase an investment:


  • Add the investment funds to Cash Receipts Stage 1. For information on how to use Stage 1 processing, please reference this page: Cash Processing Stage 1
  • After you have entered the funds in Stage 1, double-click the Financial Services item on the DDI Connect main menu
  • Double-click Data Processing
  • Double-click Payment Processing. You will see a screen similar to this one:
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