Creating a Distribution

A distribution must be created after an initial account is created.

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 Distribution 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 Distributions section.
5. Enter all information.
6. Click to any other page to save the information.