Change Investment Type

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:

To change the investment type, type the new investment type code in the Inv type field or click the list icon to select from a list of active investment types in the system. You will see a message:

Click OK. Review the information on the screen. If it is correct, click the Save button on the toolbar. You will see this message:

Click OK to return to the Investment Maintenance screen. You can now modify another investment or click Exit to leave this screen.