New Business Details

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.


New Business records for investments accounts are read only with the exception of the note.

Click to Expand or Collapse
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