Off-Platform Holdings - Withdrawals

This article is a continuation of Off-Platform Holdings - Contributions

Add Withdrawals to a Holding by selecting New:

Select Regular, Single or Transfer:

Complete the details of the Withdrawal:

Once the fields are complete, Save

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

If you would like to edit the withdrawal, select Edit under the drop down arrow:

For further information on Holdings, see article Risk Rate Holding