How do I change a FACTS investment account ID?
- 11 Jul 2024
- Contributors
- Print
- DarkLight
- PDF
How do I change a FACTS investment account ID?
- Updated on 11 Jul 2024
- Contributors
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
The investment account id code is grayed out once the account has been saved. You need to use a utility to modify the value.
Note that changing the investment account ID code does not affect GL.
Answer:
To change a FACTS investment account ID, take the following steps:
- Select File Maintenance > FACTS > Change Invest Account Code.
- Click on the magnifying glass to select the old account.
- Type in the new account code in the space provided
- Click on OK.
Was this article helpful?
