Siebel eFinance Guide > Securities > End-User Procedures >

Updating Securities Information

From the Securities screen, end users can update securities information.

To update summary information for a security

  1. Navigate to the Securities view.
  2. In the Securities list, select a security to update.
  3. Click one of the following view tabs:
    • Holdings and Interests
    • Lists
    • Literature/News
  4. Update the information in the selected view as needed.

 Siebel eFinance Guide 
 Published: 20 October 2003