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Procedure for Register securities transaction type

Function outline

Register the securities trade type.

1. Screen display method

  1. Select [Assets]  →  [Investment securities]  →  [Register].
  2. Select [Register Securities Transaction Type] from the menu.
     →  The [Register securities transaction type] screen is displayed.

2. New registration


 →  To Menu Reference

  1. Click the "New(N)" button.
  2. Enter data in the [Details].
    The items that can be selected in "Type of transaction" vary depending on what is selected in "Securities type."
  3. Click the "Save(S)" button.
     → Registered type information is displayed on the left-hand side of the screen.

3. Modifying

  1. Select securities type information to be modified from the left-hand side of the screen.
     → The details of data to be modified is displayed in the [Details].
  2. Modify the data.
  3. Click the "Save(S)" button.
     → The modified type information is saved.

 

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