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How to edit / modify dividends

You can can modify dividends received from Portfolio Manager > Security screen: 

  • Navigate to the Portfolio Director:
  • Select Portfolio 
  • Click Full History button under Securities Held
  • Click on the Company Code under Securities Held
  • Scroll down to bottom of page to Income and Expenses section.
  • Click on the Date next to the distribution you want to edit
  • This will bring up an Edit screen for the selected distribution
  • Click on the Income Tab , General Tab or Other Tab
  • Make adjustments, then click Save.


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