changes.mady.by.user Nancy Cohn
Saved on Jul 18, 2023
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You can specify the performance effective date of a cash flow in the following panels:
Add Cash Contribution panel
Add Cash Withdrawal panel
Add Misc. Expense - Position Level panel
Add Misc. Expense - Asset Specific panelĀ
Add Misc. Income - Position levelĀ panel
Add Misc. Income - Asset Specific panel
Open Equity/Mutual Fund panel
Close Equity/Mutual Fund panel
Deliver Security panel
Receive Security panel
Edit and Release a Pending Trade panel
Edit Only Pending Trades panel