Update Date Locks in IPS

Created by Violet Sabo, Modified on Fri, 7 Apr, 2023 at 11:05 PM by Violet Sabo

Update Date Locks in IPS  

 

  1. To locate the date lock, go to client Portfolio > Admin > Cash & Accounts 

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  1. Click on the pencil under actions.  


  1. Toward the bottom of the screen you will see the Account Lock Date, if its not 01/01/1901 then you can change it to this date, as it cannot be left blank. Once updated click on ok at the bottom of the screen. 


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