Loading Client Payments for Investment

Apr 13th, 2015 | by Tope Olutola

.CONNECT Investor is specially renowned for its ease of use and speed. One of the most basic and critical tasks in any investment firm is loading client investments (Money to be used for purchasing Stocks and Bonds). This step is critical to monitor cash inflows and outflows directly from the investment firm to the client and vice versa.

Steps to loading Investment Inflows

  1. Log in to the .CONNECT Investor platform
  2. Search for clients by typing name in the client form box
  3. Open the client file by clicking on the client name
  4. Click on Account tab and enter the financial value. If payment is being made by client, choose CREDIT , if payment is being made to client, then choose Debit and press LOAD DATA

Very Simple. Now get started!!!