Registry account deposits can be placed in an investment account on behalf of the beneficiary. If the bank holding the investment
account creates a check to disburse the funds, the check information is recorded in the registry Transactions view of the
Financial tab.
To enter checks from banks for registry investments:
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Investments are listed below the Invested header. If multiple investment accounts have been added, select the correct investment account. |
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Click  in the Invested header. |
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If a specific investment has not been selected and there are multiple accounts to choose from, a list of accounts is displayed
so you can select an investment account. |
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6. |
Select one of the following options:
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If you are entering a hand check, click Save (ALT+S). Since you are entering a check that was written previously, the check does not need to be submitted to the check
queue.
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Click Save/Submit (ALT+S) to submit a check to the queue for disbursement. The check transaction is saved and the check is submitted to the
Check Processing Queue to be exported.
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