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

Adding and Modifying Investment Interests

The Interests view on the Relationship page displays a list of potential investments in which the user has expressed interest.

To add an interest

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

   The Interests view appears.

3. Click Add New Interest.

   The New Interests view appears.

4. Click Select in the Symbol field.

   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.
7. Click Save.

   The interest is added to the list.

To edit an interest

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

   The Interests view appears.

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

   The Edit Interests view appears.

4. Edit the fields. Only the Interest Level, Interest Amount, Interest Type, and Interest Price fields can be modified.