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Portfolio Help

Edit Transaction

About Edit Transaction: Use the procedure below to edit a cash transfer that was entered incorrectly. This page cannot be used to edit buy/sell transactions for stocks, funds or other investments.To edit transactions for those investments, click View/Edit/Delete Transactions under the Stocks, Funds or Other Investments heading on the Portfolio Menu page.

To edit a cash transfer, follow the instructions below.

  1. Globe Portfolio shows your transaction. Click in any of the fields and make the desired changes.
  2. Click Update. A Confirmation screen will be shown.