Maintaining Investment Terms
Investment terms are the possible terms for a registry investment such as "6 months" or "1 year." These terms are used in investment calculations.
To maintain investment terms:
1. Click Fees & Finances or Administration from the navigation menu. Click Registry and Trust Codes in the Financial Setup section, and then click Investment Terms.
2. Select one of the following methods:
•  Click Image to create a code, and enter a code word.
•  Click an existing code to modify.
3. Complete the investment term fields displayed.
4. Click Save (ALT+S).
Related Links
Investment Term Fields
Registry and Trust Codes (Parent Topic)