How to Edit a Withdrawal

  1. On top navigation menu, find the "Search" tool. Type in the name of the client whose withdrawal you want to edit. Then, click on the client's name to view account activity.

  2. Find withdrawal you want to edit and go to the drop down menu labeled "Actions." From this menu, select "Edit Withdrawal."

  3. Fill out the form with necessary edits, then click the blue "Save Changes" button.

  4. You have successfully edited a withdrawal.