How to edit a transaction for an investment holding in IPS?

Editing a transaction for an existing holding in a client's portfolio can be done via either the Position of the Transaction page. In some instances it is easier to locate the holding for the transaction you need to edit via the Position screen first.

Step 1: Click on the down arrow for the investment holding you are editing

Step 2: Select View Transactions

Step 3: Select the Date Range of the transactions you want to view 

You can also click on the drop down arrow and select from various options such as "from inception".  

Step 4: Click on the down arrow for the transaction you need to edit and select Edit Transaction

Step 5:Make the required changes and click Save