Vestwa Pintu System User Guide
Transfer-In and Transfer-Out for Deceased Investor
1. Select relevant account in "Investment Performance Report"
2. Click botton [Create New Transaction]
3. Change "Transaction Type" from [Purchase] to [Switch]
4. Key in the relevant outgoing figures
5. Switch To: Select if Switch/Transfer into existing account
5a. Select "New" if Switch/Transfer into New Account
6. Key in relevant incoming figures
7 Click botton [Save]
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