Change Investment Payment Option

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From the Investment Maintenance screen, type the number of the investment you wish to work with:


Invest Change 1.png


Click Find or press enter. The system will populate the screen with the investment information:


Invest Change 2.png


Click the Payments tab:


Investment Payment Option 1.png


Click the drop down arrow next to the Payment code field and select the new interest payment code.


Click the Save button on the toolbar. You will see this message:


Transaction Successful.png


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.