If you identify a Cash Flow that should be changed in the Account Activity, Tasks, or Cash Flows pages, or if you notice that a recent Cash Flow affected an investment's financials incorrectly on your Holdings page, you are able to make manual adjustments yourself by following these steps:
Steps
Identify the Cash Flow
On the Account Activity page, you can select "Details" on a Cash Flow line item
On the Cash Flows page, you can also select "Details" on any line item
On the Tasks page
First, select the Task with the Cash Flow data you are looking to change
Second, select "View or edit" to navigate to the Cash Flow itself
Edit the Cash Flow data, and finalize the changes by selecting "Save" at the bottom right of the page
You can edit Cash Flow allocation types and amounts using the drop down fields
If you would like to add an allocation line item, ensure that the "Specify Allocation Breakdown" checkbox is checked, and then add the necessary allocation types and amounts
Through this process, please reference the Arch Transaction Guide to identify how Arch uses specific allocation types to affect financial data. Additionally, if you believe the original Arch processing was an error instead of an accounting preference, please reach out to support@arch.co, through Intercom, or submit a Review Request so our team can look into a fix for the future.