Siebel eFinance Guide > Investors > End-User Procedures >

Displaying a List of Transactions or Holdings by Investor

End users can view lists of transactions or holdings associated with an investor.

To display a list of transactions by investor

  1. Navigate to the Investors screen.
  2. From the Show drop-down list, select My Investors.
  3. In the Investors list, select the investor for which you want to display transactions.
  4. Click the Transaction History view tab.

To display a list of holdings by investor

  1. Navigate to the Investors screen.
  2. From the Show drop-down list, select My Investors.
  3. In the Investors list, select the investor for which you want to display a list of holdings.
  4. Click the Holdings view tab.


 Siebel eFinance Guide 
 Published: 20 October 2003