changes.mady.by.user Nancy Cohn (Deactivated)
Saved on May 30, 2018
Saved on Jul 18, 2023
...
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