How to handle return of DRP cash balance


I stopped a Dividend Reinvestment Plan (DRP) for a company, and I received a payment for the DRP residual cash balance. How do I update Sharesite so that the “DRP Balance” is zero?


Hi @user13 go to the last dividend that has the DRP, open that dividend, you will see residual balance before and residual balance after, adjust residual balance before until the residual balance after amount is zero.