Loading Stock/Equity Transactions

Apr 13th, 2015 | by Tope Olutola

Now lets evaluate this scenario, Client sends money to an investment firm and eventually wants to purchase a stock. Usually what happens is the client calls his or her broker giving instructions for the transaction to be executed. With each trade executed, a repository of transaction is needed for historical references and accounting.

So lets show how to load equity transactions for a specific client.

  1. Log In to .CONNECT Investor
  2. Search and open the client file
  3. Click on Equity
  4. Choose the Stock Symbol, Transaction type, date and number of units
  5. Press Load Data

Very simple right? Now lets get started..