How to Edit the Distribution and Taxable Percentage of a Portfolio

Do you need to change the % amount for owners that are on a portfolio? This article will show you how to change the % amount for one or multiple owners on a portfolio.

First, go to that portfolio you want to edit.  Click on the Edit button to change the % amount for the Taxable and Distribution amounts.  


Next, you can edit the % amounts here.  In this example you will see two owners.  Remember the total % amounts need to equal 100% BETWEEN the two owners.  If there is only one owner the total would equal 100%. Click SAVE when you are finished editing the % amounts.