Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Using Siebel eBanking and Siebel eBrokerage >

Adding Holdings

The Holdings applet on the Relationship page displays a list of investments that the for 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. You can establish this relationship in the Contacts screen in Siebel Finance.

NOTE:  Adding a holding is not the same as making a trade. Adding a holding is for tracking purposes, and the holding is not part of the customer portfolio at the institution. If customers purchase a security through the Trades page, then their portfolio automatically updates their holdings accordingly.

To add a holding

1. In the Siebel eBrokerage Web site, click the Relationship tab.
2. Click the Holdings hyperlink.

   The Holdings applet appears.

3. Click Add New Holding.
4. In the Holdings form, click the select button in the Ticker field.
5. In the Pick Security dialog box, select a security from the list.
6. Complete the other appropriate fields in the Holdings form, and click Save.

   The holding is added to the list.