Investment Balance Inquiry
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Overview of IL222
The Investment Balance Inquiry screen allows you to view a quick summary of investment balances, based on the sort parameter you select.
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Investment Balance Inquiry. You will see this screen:
In the View field, click the drop down arrow to select the View method you wish to use. The system will display this popup:
The screen will then display investment information based on your selection:
If you wish to view the screen information in a spreadsheet, right click on a column header and select Display in Spreadsheet:
This will launch the data in spreadsheet form.
When you have finished viewing the information, click Exit to leave the screen.
