Prevent Investment Transfers to Deactived Accounts
If you have a deactivated (i.e. closed) investment account, StrataMaster will still allow you to process a transfer to that closed account through the 'Transfer to Investment' tool.
Instead, the user should be notified that the account they are attempting to use is closed.
2
votes
Ben O'Neill
shared this idea
Hi Supporters,
We are happy to let you know that your suggestion has been released.
Please refer to the latest Release Notes http://kb.rockend.com/help/strata-master-version-115-release-notes in the Knowledge Base for more information regarding this feature.
Please note you will need to upgrade to Strata Master Version 11.5 to use this feature.
Kind Regards
Amy