Maintaining Registry Investment Accounts
Before registry money can be invested on behalf of a beneficiary, the investment account must be set up.
To maintain registry investment accounts:
1. Access the registry Transactions view of the case Financial tab.
2. Click Image to add an investment account, or click Edit Investment in the Invested header to modify one.
3. Complete the investment fields.
4. Click Save (ALT+S).
Related Links
Investment Fields
Registry Accounts (Parent Topic)