Should a investor enquiry requires a change of account/entity then you can reassign that investment. An example could be a client investor deciding to invest via a super fund rather than a trust or to their personal account.
- Click {Fund Management} > {Investments}
- Scroll or select {Investor} - double click to open to the Investors Summary view or:
- Click [Summary View] in the Quick Access button group or directly open in the edit view by clicking [Edit].
- In the Investor Edit view click the Investor bookmark
- Click the tab [Reassign] - this opens a new window - {Search Accounts}
- Search for new entity that you wish to reassign the investment to, use Accounts ID, Name, Email or Mobile.
- Select from the list the correct account.
- Click [OK]
- Click [Yes] to confirm.
- Confirm the change.
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