Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Relationship Page (Siebel eBrokerage Only) >

Adding and Editing Holdings

The Holdings view on the Relationship page displays a list of investments that are held by the user's Account. To view or add Holdings, a Contact user must be associated with at least one Account, which must be marked as the Primary Account. This relationship can be established in the Contacts screen in Siebel eFinance.

NOTE:  Adding a holding is not the same as making a trade. When a customer adds a holding, it is for tracking purposes, and it is not part of their portfolio with the institution. If they purchase a security through the Trades page, their portfolio will automatically update their holdings accordingly.

To add a holding

  1. From Siebel eBanking or Siebel eBrokerage, click the Relationship tab.
  2. Click the Holdings hyperlink.

    3. The Holdings view appears.

  3. Click Add New Holding.

    4. The New Holdings view appears.

  4. Click Select in the Symbol field.

    5. The Pick Securities view appears.

  5. Select a security from the list, or click Search to search for a security if needed.
  6. Complete the fields and click Save.

    7. The holding is added to the list.

To edit a holding

  1. From Siebel eBanking or Siebel eBrokerage, click the Relationship tab.
  2. Click Holdings.

    3. The Holdings view appears.

  3. Click the Edit column for the holding you want to edit.

    4. The Edit Holdings view appears.

    NOTE:  If you click the hyperlink in the Symbol column, detailed information about the holding appears.

  4. Edit the fields and click Save.

    5. The holding is modified.

    NOTE:  Only the Customer Estimate, Date of Estimate, Estimate % of Portfolio, and Estimate % of Company fields can be modified.


 Siebel eService Administration Guide Addendum for Industry Applications 
 Published: 18 June 2003