How to amend expectations - Manage Movements in the Portal

Created by Corinne O'Brien, Modified on Fri, 28 Jun at 12:56 PM by Rohith Krishna

A new Manage Movements/Expectations screen is available that displays all movements for the account. For movements that remain outstanding/incomplete there is the ability to change the value expected or to remove the expectation. On occasions the actual value of a cash transfer in or a top up will have changed, and without modifying the expectation the incoming cash may not match. On other occasions there may have been a change in decision after the expectation was entered. An Adviser can now administer these changes without recourse to freshdesk tickets.

Find your Investor via Dashboard/Manage in the Main Menu of the Portal

Under all account cards there is now a "Manage Movements" option:

Going into this screen will list all movements on the account and for any incomplete ones, give an option to edit or even entirely delete it:

Please do note that if the money that arrives does not match the expectation (or within a 10% tolerance of the expectation) but the money has arrived from the nominated bank account, and has the correct Account Number- then the money will be applied and will stay in cash. You will receive a Cash- No expectations" report via the Admin Menu (cog) Company Reports area, and you can action "Invest Surplus Cash" via the All Account Actions "Portfolio Switch/Rebalance" function.