New Business Details
Contents
From the Main Screen, expand the Investments Bar and click on the account for which you want to see the New Business items. Scroll to the bottom and click on the New Biz Bar. From the New Business Action List, click on an individual New Business Transaction.
Overview
New Business records for investments accounts are read only with the exception of the note.
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| New Business Details With Editable Note |
New Business records are usually maintained by someone with "back office" duties.
Edit Notes
Click on the Pencil / Edit Icon to edit a note.
See Also