Investment Redemption Approval

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Overview of IL279W

If your organization has opted to require that investment withdrawals must be approved, each withdrawal on a given business date must be approved before the business date can be advanced. To approve withdrawals:


  • From the DDI Connect main menu, double-click Financial Services
  • Double-click Investments
  • Double-click Approval
  • Double-click Investment Redemption Approval. You will see a screen similar to this one:


Investment Redemption Approval 1.png


To approve a withdrawal, click once to highlight the line, then click the Approve button on the toolbar. This will approve the withdrawal:


Investment Redemption Approval 2.png


Repeat for each withdrawal waiting for approval. When you have finished, click Exit.