How can we help?

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’.