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New Member
posted Feb 17, 2025 4:59:36 PM

How do you change the answer to the question: "What type of investment did you sell" if you initially input the wrong answer? The drop down selector is now gone.

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3 Replies
Expert Alumni
Feb 17, 2025 5:13:36 PM

Search for investment sales and use the Jump to link to be taken back to your Investments Summary screen.    Find the transaction you wish to edit and use the Edit/Review button or pencil icon to edit the transaction.    

 

You will click through the screens until you come to the Sales Info page where you can change the type of investment.   It may be easier to delete the erroneous transaction and to re-enter it correctly.  

 

 

 

 

 

New Member
Feb 17, 2025 5:19:32 PM

Thank you.  The drop down in that area no longer exists.  My initial selection is now in bold, and I'm unable to alter.  (looks like I can't include a screen shot here)

 
 

 

Expert Alumni
Feb 17, 2025 6:56:41 PM

If you cannot alter it, the next step will be to delete and re-enter.