External SWP Details

R-Desktop : Entering Orders : Entering a Mutual Fund Order : Entering a Mutual Fund Transfer Order : External SWP Details

The External SWP Details dialog is accessed from the SWP button on the Order Entry screen – Mutual Fund tab (see previous section). When a transfer in transaction is created by an order that is submitted and successfully processed by the fund company, the values will be saved to the External Systematic Account Details screen with the values on the External SWP details populated. The investment will be the investment on the transfer order and any other fields will be blank and no server errors will be returned.

Item	Type	Description
Amount Type	drop-down list	Amount type of the SWP.
Amount	currency	Dollar amount of the SWP, depending on the amount type.
Gross/Net	drop-down list	Gross or net indicator of the SWP.
Annual Increase Amount	check box/percentage	Annual increase amount of the SWP. Enabled and defaulted to '0.00%' when the check box is selected.
Frequency	drop-down list	Frequency of the SWP.
Start Date	date	Start date of the SWP.
Bank-Transit-Account #	drop-down list	Banking details for the SWP.
Save	button	Saves changes and closes the dialog.
Cancel	button	Closes the dialog without saving changes.