Where to Upload Investment Assets?

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  • #74802
    kali2297
    Participant

    I am putting my monthly payment shock in my investment accounts (this is an acceptable method as stated on Pg 20 of the Qualification Workbook). Where do I put these investment statements? I’ve been told not to put it under Bank Statements. My menu in the portal shows –
    Information, Voter Reg, Income, Funds, Rental, Debts, Payment, Appointment, Summary

    • This topic was modified 5 months, 3 weeks ago by kali2297.
    #74807
    TTrumble
    Member

    Hello Kali2297,

    Click on UPLOAD DOCUMENTS, then on FUNDS and then on OTHER FUNDS to upload those stateements.

    Tim Trumble
    Online Operations, NACA

    • This reply was modified 5 months, 3 weeks ago by TTrumble.
    #74815
    kali2297
    Participant

    Hi Tim,

    There is not an “Other Funds” option on my account. I see “Upload Other Documents” on the “Summary” page but this section does not list Investments as a document type. Just the typical Account Transcripts, Cash Flow Analysis, CD and HUD – Sold Property, Corporate Tax Returns, Corporate Tax Transcripts, etc.

    I also attempted going to “Funds” listed at the top menu of my portal. This brings me to my bank accounts with no option to add other funds.

    Thank you!
    Kali

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