Add Systematic Transactions

You can add systematic investments and withdrawals for the hypothetical illustration in this box.

1. Click the Type arrow and select transaction type: Investment, Withdrawal Dollars, or Withdrawal Percent.

2. In the Amount box, type in the dollar or percentage amount.

3. Click the Frequency arrow and select transaction frequency. Click the Start date and End date arrows to assign time parameters.

4. In the Adjustment box, type the adjustment amount. Enter adjustment details in the Adjustment in and Adjustment frequency boxes.

5. Click Apply. The transactions will appear in the Enter Cash Flows grid.

6. Click OK.