Field Name | Field Description |
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Type | Click the arrow to view the options and select External Deposit. |
Charge Date | Enter the date when the deposit was made. |
Deposit / New Balance | To enter the amount of the deposit, click Deposit, Type the amount for the deposit. The new balance for the investment account is automatically calculated.
To enter the new balance for the investment account, select New Balance. Type the amount for the new balance. The amount of the deposit is automatically calculated.
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Comment | Type notes or comments related to the record. Click ![]() ![]() |