About Edit Transaction: Use the procedure below to edit a buy, sell or dividend transaction that was entered incorrectly. Certain transactions that have been entered automatically by GlobeAdvisor (for example, splits) cannot be edited.

If you edit a dividend transaction that has been automatically added by GlobeAdvisor, please be aware that if the stock exchange issues a correction for the original dividend the correction will not appear in your portfolio.

To edit a transaction, follow the instructions below.

1. GlobeAdvisor shows your transaction. Click in any of the fields and make the desired changes.
2. Click Update. The Confirmation screen will be shown.
3. If the transaction is correct, click Confirm this Transaction. To correct or change the transaction, click your Web browser's Back button.