To enter/edit Transactions in InvestWell go to Purchase option in the Transaction menu.

To create a new transaction press the New button on the right.

  1. Choose Applicant name and ARN number under which you want to record transaction.
  2. Choose Fund, Enter Folio number and choose Scheme.
  3. Enter NAV from date and Amount invested.
  4. Enter other relevant details that you want to record.
  5. Hit Save.

Now, if you want to edit an existing transaction first press the Find button on the right.

and then select the transaction at the bottom of the window.

This populates all the fields of a transaction entry. Press the Modify button to change any value and then press Save to update this.