Edit a Mixed Cost Basis Rule

In the Edit Mixed Cost Basis Rule panel, you can change the name for a mixed cost basis rule.

To edit a mixed cost basis rule name:

1. Do one of the following: 
   - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Rules > Mixed Cost Basis Rules > Edit Mixed Cost Basis Rule.
   - In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Mixed Cost Basis Rules > Edit Mixed Cost Basis Rule.
   You see the Edit Mixed Cost Basis Rule panel.

2. Click the Mixed Basis Rule Name field, and enter the name of the mixed cost basis rule you want to change.
   You can leave the name blank to change all mixed cost basis rule names.

3. Click Submit.
   You see the mixed cost basis rules that met your criteria in the Show All tab.

4. Select the row for each mixed cost basis rule you want to update so that a check mark appears in the Select column, and click Change Mixed Basis Rule.
   You see a row for each rule you selected.

5. Click the row for each mixed cost basis rule you want to update, and change the Mixed Basis Rule Name field value.

6. Click Submit.