Entering Bank Charges for Registry Investments
Deposits into trust accounts can be invested on behalf of the beneficiary. While invested, bank charges may apply. A bank charge decreases the balance of the investment.
To enter a bank charge:
1. Access the registry Transactions view of the case Financial tab.
2. Click Image in the Invested header.
3. If a specific investment has not been selected and there are multiple investment accounts to choose from, select an investment account.
4. Complete the bank charge fields displayed.
5. Click Save (ALT+S).
Related Links
Investment Accounts Selector
Bank Charge Fields
Registry Accounts (Parent Topic)