Editing transactions in transactional accounts

1. In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.

2. In the left-hand column, click Accounts. The Accounts spreadsheet opens.

3. Double-click the account you want to edit. The account opens to the Holdings Summary page.

4. In the left-hand pane, click Transactions. The Transactions spreadsheet opens.

5. Click the box to the left of the transaction you want to edit.

6. From the Action menu, click Edit. The Transaction dialog opens.

7. Make the desired edits. Click . The transaction edits are saved.