Investment Account

Herb Brum's Avatar

Herb Brum

May 14, 2022 @ 01:19 PM

In just one of my investment accounts the action column defaults to transfer, and when I try to add a dividend the action briefly changes to dividend and then back to transfer. In addition it will not allow me to use any of the other listed actions. Any ideas?

  1. 1 Posted by Stuart Beesley ... on May 14, 2022 @ 01:23 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Update to latest preview 4078
    Https://infinitekind.com/preview

  2. 2 Posted by Herb Brum on May 15, 2022 @ 09:25 AM

    Herb Brum's Avatar

    No joy transfer is still the only action I can take

  3. 3 Posted by Stuart Beesley ... on May 15, 2022 @ 09:35 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Have you added a security to that account yet? Top right, actions, add security.

  4. 4 Posted by Herb Brum on May 15, 2022 @ 10:07 AM

    Herb Brum's Avatar

    Not as of yet, the account is still being set up, I'll give that a try
    when the time comes.

  5. System closed this discussion on Aug 14, 2022 @ 10:10 AM.

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