Change Investment Issuance Method

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 Methods tab:

Click the drop down arrow next to the Issuance Method field and select the new issuance method to be used. 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.