The information on the Investment Sales Summary is generated by the individual sales you have entered. Each line should have an Edit button to the right, which you can click to access and change the details for that transaction.
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@biffmanilow On the bottom of the Investment Summary window there should be a scroll bar. Scroll the bar to the right and then the Edit button and the Trash Can symbol will be available.
Agree hard ot find the edit button need to expand screen to view scroll bar...mine initially cut off to the right at Needs to Review in orange...once you get the scroll bar you can also access Review and a trash button.
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