How to Edit Investment Holdings and Transactions?

When investments are entered into XPLAN manually (when not supported by a datafeed), you may be required to update the transactions for the client's holdings when:

• The client purchases additional units
• The client sells units/holding
• The investment details were entered into XPLAN incorrectly and need to be updated
• You need to update the status of a transaction
• You need to add income distributions for a holding.