Displaying the Financial Profile screen

Use command F to view the Financial Profile screen for an account.

You cannot add or edit information in the Financial Profile screens from the Inquiry option.

To display the Financial Profile screen:

  1. Navigate to the Account Inquiry screen.
  2. At the Enter Option (?) prompt, type F, and press Enter.
  3. At the Enter screen # (CR=1, /) prompt, do one of the following:
    • If you know the screen number to view, type it, and press Enter.
    • To return to the Account Inquiry screen, exit the account, access the calculator, or access notes, type /, and press Enter.
      • In the Enter Option window, select an option, and press Enter or click Ok.