A contribution can be added to an account after the initial account is created, as
well as during the initial account creation.
To create a contribution:
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In the Accounts section of the home page, click VIEW ALL.
The Transactions page is displayed.
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Locate and hover over the account you wish to modify.
The entry is highlighted blue and the content options appear.

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Click the Create a Contribution button.
Parties created on the original transaction display on the Parties
page.
Note: Parties can be modified.
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Click the Plan Info link to access the
section.
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Enter all information pertaining to the
made by the party.
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Click to any other page to save the information.