Holding Properties Dialog Box

Determine the future corporate actions for account holdings.

1. Check the Automatically record distributions box if you want Morningstar Office to record all distributions for this holding.

2. Check the Automatically reinvest distributions box if you want Morningstar Office to assume reinvestments of distributions for this holding.

3. Check the Automatically record splits box if you want Morningstar Office to automatically process splits of this holding in this account.

4. Click OK.