Confirming multiple unconfirmed transactionsContent also available for tax entities or on our global site.
1 – On the Portfolio Overview Page, click on the holding.
2 – On the Individual Holding Page, click on ‘Confirmed automatic transactions’ button.
3 – Each unconfirmed transaction will show in the ‘Income list’.
Review the transaction data on the ‘Unconfirmed transactions’ pop up window.
If a transaction requires amending either untick the box on the left of the transaction and edit and confirm the transaction later individual or click ‘Edit’. This will load the ‘Edit a Payment’ pop window and you will now be confirming only one transaction.
Once you have amended the transaction and clicked the ‘save and confirm payout’ button on the ‘Edit a Payment’ window, you will need to redo steps 1 and 2 to confirm the rest of the unconfirmed transactions.
4 – Once you have unticked the transaction(s) you wish to amend later, click ‘Confirm selection’.
Note: Once a dividend or trade has been confirmed, the lightning bolt icon will disappear. This data is now permanently saved against your portfolio and will no longer automatically recalculate when you make changes to the holding.e.g. adjusting or [adding additional trades(/recording-trades-dividends-and-adjustments/ “Adding trades”).
Last modified on March 13, 2020 UTC