It is possible to create a Joint Transaction only if a Joint Investor Account is already created.
Creating a Joint Account
Under the “Investors” module, select the “Accounts” tab then click “+ Account” to create a new account.
It is possible to edit a current account to add a joint investor by editing the active account.
Click the “Joint Account” drop-down to select the name of the 2nd investor.
Please note: the system allows you to create a Joint Account with only 2 investors. You can select names only from an active list of your investors.
It is possible to edit a current account to add a joint investor by editing the active account.
Creating a Joint Transaction
Under the “Investors” module, select the “Overview” tab.
On the right end of the page, there are 2 options to create new transactions:
New Investment and New Position.
- Creating a Joint Investment
Clicking the "New investment" button allows you to create a “New Investment” transaction.
Click the “Account” drop-down to select the Joint Account you have created and fill in the required information.
- Creating a new Joint Position ( Admin users only)
Clicking the "New Position" button allows you to create a "New Position" transaction.
Click the “Account” dropdown to select the Joint Account you created and fill in the required information.
What you might need next
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