Vendor Lookup Selection (Investments)

Screen ID:  Screen Title:  Panel Number:

UINVS-04 Contact/Institution/Safekeep/Broker Vendors 6481

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Access this screen by selecting the lookup for Contact/Institution/Safekep/Broker when Adding or Editing an investment from Tool #993 INV 1: Work With CU Investments (Investment Dashboard)

This screen displays the configured investment vendors. Highlight the desired contact vendor code and choose "Select" to add to the investment record.

Helpful Links

CU*BASE Investments Overview and Step-by-Step Procedures