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Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Relationship Page (Siebel eBrokerage Only) > Adding and Editing HoldingsThe 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.
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Siebel eService Administration Guide Addendum for Industry Applications |