Change Investment ACH Information
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From the Investment Maintenance screen, type the number of the investment you wish to work with:
Click Find or press enter. The system will populate the screen with the investment information:
Click the ACH tab:
To change the deposit frequency, click the drop down arrow to select from a list of deposit frequency options.
On this screen, you can also modify:
- Next deposit date
- Deposit amount
- Deposit ABA #
- Deposit bank account
- Account type
When you have finished making your modifications, click Save. You will see this message:
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.
