Off-Platform Holdings - Contributions

This article is a continuation of Off-Platform Holdings - Underlying Assets

To add contributions to an Off-Platform Holding. Click New in the Contributions area:

Select either Regular, Single or Transfer:

Complete the details of the Contribution:

Once all fields are complete, Save

The Contribution can be found on the details screen of the holding:

If you would like to edit the details, click Edit under the drop down arrow:

For further information on Off-Platform Holdings, see article Off-Platform Holdings - Withdrawals