Siebel eFinance Guide > Investors > End-User Procedures >

Adding Holdings

End users can use the Holdings view tab to display an investor's current holdings. Holdings data can also be retrieved in real time or batch mode from the order management systems using Siebel eBusiness Application Integration.

To add a holding

  1. Navigate to the Investors screen.
  2. From the Show drop-down list, select My Investors.
  3. In the Investors list, select an investor.
  4. Click the Holdings view tab.
  5. In the Holdings list, add a record and complete the necessary fields.

 Siebel eFinance Guide 
 Published: 20 October 2003