Investment Withdrawal Estimation

Overview of IL201PAY

The Investment Withdrawal Estimation screen allows you to quickly estimate the penalty amount on a particular investment as of a withdraw date. The screen is accessed from the Accounts Inquiry screen. Click Invest to reach the Investments list. From that screen, click the Estimate button on the toolbar. You will see a screen similar to this one:

This screen lists all active investments for the account, along with the penalty amount estimated as of the withdraw date. The Withdraw date field will default to the business date.

If you wish to view a particular investment, click it once to highlight and then click the View button, or double-click the line. This will launch the Investment Inquiry screen. When you have finished viewing the details, click Exit to return to the Withdrawal Estimation screen.

If you wish to update the Withdraw Amount field, click a line item and then press your SPACE BAR. This will put an * in the "Chosen" column and update the Withdraw amount field:

This screen is for estimating/informational purposes only...you can not perform the withdrawal here. To withdraw the funds, you must utilize the Investment Payout screen.

You can opt to toggle multiple investments to "chosen", if desired.

Once you have finished viewing the information, click Exit to return to the Account Inquiry screen.