You can include transaction information when you create a securities record; however, if after creating the record, you need to add additional transaction information, you can do so from the transactions page.
Add new transaction to an existing securities record
Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the ResearchPoint help.
Blackbaud, Inc. | 2000 Daniel Island Dr. | Charleston, SC 29492