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Transfers data to Renta WEB and does not allow adding more

If you have transferred your Securities Portfolio data to Renta WEB, it is not possible to modify it or manually enter new values in Renta WEB. Both options (transfer from the Securities Portfolio or manual completion in Renta WEB) are mutually exclusive.

Therefore:

  • If your Securities Portfolio information is correct, you can transfer it to Renta WEB by checking the corresponding box, but without adding or deleting any data manually later.
  • Another option is to uncheck the box that enables Web synchronization in Renta WEB, so that no data is entered, and fill in the information manually. In this case, you can modify or add this information at any time.

    manual completion of web income values

  • If you've already transferred data from the Securities Portfolio and notice any errors or omissions that need to be corrected, click "Go to the Securities Portfolio program," make the changes in that application, and then, back in Renta WEB, select "Update results from Securities Portfolio."

    Renta WEB values data