1.5.2 View Deals for Investors

This topic provides the systematic instructions to View Deals for Investors.

View a record that you have previously input by retrieving the same in the Unitholder Deal Summary screen. Perform this operation as follows:

1. Start the Unitholder Deal Summary screen from the Browser.
2. Select the status of the record that you want to retrieve for viewing in the Authorization Status field.
   You can also view all records that are either unauthorized or authorized only, by choosing the Unauthorized/Authorized option.
3. Specify any or all of the details of the record in the corresponding fields on the screen.
4. Click Search button.
   All records with the specified fields are retrieved and displayed in the lower portion of the screen.
5. Double-click the record that you want to view in the list of displayed records.
   The Unitholder Deal Maintenance Detail screen is displayed.