Financial Inquiry

Overview of IL150

The Financial Inquiry screen allows you to look up specific financial records, such as loans, investments, accounts, etc.

• From the DDI Connect main menu, double-click Financial Services
• Double-click Financial Inquiry. You will see this screen:

NOTE: The fields that appear on this screen will depend on the modules that your organization utilizes. If, for example, you do not use Portfolios, you will not have a Portfolio field on this screen.

If you know the financial record number you wish to find, you can key it into the appropriate field and click Search. If you are not sure, click the list icon to the right of the field. For example, if you are searching for a particular investment, click the list icon to the right of the Investment field:

In the Investment Status field, you can click the drop down and select All Investments, Active Investments or Inactive Investments. The list will refresh based on the selection you make in this field.

You can then arrow down the list until you locate the record you are wishing to search for. If you double-click the record, it will launch the appropriate detail screen.

The only exception to the popup list is the Account field...the icon to the right of this field will launch the Name/Address Inquiry screen.