Adding a dividend

Content also available for tax entities or on our global site.

1 – On the Portfolio Overview page, select the holding you would like to add a dividend to.

2 – On the Individual Holding page, click on ‘Enter a new Distribution’ button.

Step 2 - adding a dividend

3 – Add the data as required.

4 – Click ‘Save new payment’.

Step 3 & 4 - Adjusting a dividend

Last modified on April 16, 2018 UTC