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How do I set a different (lower) max investment limit for a specific subscriber?
In the transaction ledger…
There are cases where it may be necessary to set a lower investment limit based on suitability. Follow these steps to do that.
- In addy Business, navigate to the Transaction Ledger
- Select filter, type in the investors last name, and hit save
- Click on investors last name and see a modal pop up
- Select max investment amount and hit save
