Creating a Contribution

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:

  1. In the Accounts section of the home page, click VIEW ALL.
    The Transactions page is displayed.
  2. Locate and hover over the account you wish to modify.
    The entry is highlighted blue and the content options appear.

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

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