ADEK Licensing System

1.2.3. Investmentment Management

This is a preferences tab only; investor(s) can add the investments he already has (Existing Investments)or the one he is willing to open through the system (Desired Investments) so the system later will keep him posted of these preferences.

1.2.3.1. Add Existing Investment

Existing investments are the investments that the registered investor does have already, if you have a current existing investment(s) you can add it directly to build a stronger investor profile.  

 

Steps 

  1. Login to your account  
  2. Navigate to “MY INVESTMENTS” tab  
  3. Under the “Existing Investments” section click on “Add Existing Investment”  
  4. A new screen will open to add the investment information  
  5. Click “Save” and the investment will appear in Existing Investments list

1.2.3.2. Add Desired investment

Desired investments are the investments that the registered investor is willing to open, it's educational once.  

 

Steps 

  1. Login to your account  
  2. Navigate to “MY INVESTMENTS” tab  
  3. Under the “Desired Investments” section click on “Add Desired Investment”  
  4. A new screen will open to add the investment information  
  5. Click “Save” and the investment will appear in Desired Investments list
 
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