Maintaining Investment Types
Investment types are used to identify the investment options that might be offered by a bank. The investment type setup determines the default term, automatic renewal, interest compounding, and so on.
To maintain investment types:
1. Click Fees & Finances or Administration from the navigation menu. Click Registry and Trust Codes in the Financial Setup section, and then click Investment Types.
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 type fields displayed.
4. Click Save (ALT+S).
Related Links
Investment Type Fields
Registry and Trust Codes (Parent Topic)