An investor is added through the Whole Asset Sales (Investor) view using the Bank drop down list and the Add an Investor push-button. The Add Investor dialog is displayed. The appropriate information is specified and the Save push-button is selected. The selection of the Save push-button submits an add investor transaction to Recovery Accounting. If the transaction is successful the Add Investor dialog is closed and the investor is displayed in the List of Investors on the Whole Asset Sales (Investor) view. If the transaction is not successful the errors are displayed in the Errors dialog.
Follow these steps to add an investor:
Select the Investor radio button. The Whole Asset Sales (Investor) view is displayed.
Select the Bank the investor is associated with from the drop down list.
Select the Add an Investor push-button. The Add Investor dialog is displayed.
Specify a unique Investor Number that identifies the investor.
Indicate the investor’s Name using the two corresponding fields available.
Specify the investors Federal Tax ID number in the corresponding field.
Select the appropriate Investor Type from the drop down list. The default is Investor.
Specify the investor’s Transit/Routing Number and Deposit Account Number in the corresponding fields.
Using the three Address lines provided specify the investor’s street address.
Indicate the City for the investor’s street address.
Select the appropriate State for the investor’s street address using the available drop down list.
Indicate the Zip Code and County for the investor’s address in the corresponding fields.
Select the Country associated with the investor’s address using the corresponding drop down list.
Specify the investor’s Email Address.
Specify the Phone Number(s) for the investor in the corresponding fields.
For each Phone Number specified select the appropriate Phone Type, Phone Availability, and Format from the corresponding drop down lists.
If applicable specify the Extension for each Phone Number specified.
Select the Save push-button. An add investor transaction is submitted to Recovery Accounting. If the transaction is successful the Add Investor dialog is closed and the investor is displayed in the List of Investors section on the Whole Asset Sales (Investor) view. If the transaction is not successful the errors are displayed in the Errors dialog.
To cancel the add investor request, select the Cancel push-button. When the push-button is selected, the Add Investor dialog is closed and the Whole Asset Sales (Investor) view is displayed.