New plan adjustment

ADM-080 · maker step, a second approver must sign off

Back to adjustments

1 · Select customer and investment

  • No matching investments.

2 · Adjustment details

Adjustment type

Current value

Select an investment

Immutable record

Before and after

Select an investment to see the before and after comparison.

Adjustments never apply immediately. A second approver reviews the before and after values, and both the request and the decision are written to the audit log.