New Transaction: Add Interest
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Using the drop down menu, select the desired portfolio for this transaction |
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Enter the settlement date and the amount of the interest or dividend. An identifying transaction ID can be entered or left blank. |
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When completed, click Next |
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Review the information on the transaction recap page. If you determine the amount of interest or dividend is incorrect, change it to the desired amount. |
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Click Submit. Cancel will delete all previously entered transaction information |
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