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’.
Last modified on May 5, 2021 UTC