Editing a Cash Account transaction
Content also available for tax entities or on our global site.1 – On the Portfolio Overview Page, click on the Cash Account.
2 – On the Cash Account page search and click on the transaction you want to adjust.
3 – The date of the transaction can be changed.
4 – The type of the transaction cannot be changed. To change the type you will need to delete the transaction and then add a new transaction.
5 – The amount of the transaction can be changed.
6 – The description of the transaction can be changed.
Note that the description may be used to search for transactions.
7 – Click ‘Update Transaction’. 
Last modified on January 19, 2024 UTC