Enter investment sales using the Step-by-Step interview, not in forms mode. Entering investment sales in forms mode is very complicated and error-prone. It's very hard to do it correctly.
When you enter your investment sales in the Step-by-Step interview, when you finish entering the sales for one account, you will get a screen that asks "Do you have other investment sales from another bank or brokerage?" When you click Yes on that screen it will start the process over for the next account.
