Siebel eFinance Guide > Investors > End-User Procedures >
Displaying a List of Transactions or Holdings by Investor
End users can view lists of transactions or holdings associated with an investor.
To display a list of transactions by investor
- Navigate to the Investors screen.
- From the Show drop-down list, select My Investors.
- In the Investors list, select the investor for which you want to display transactions.
- Click the Transaction History view tab.
To display a list of holdings by investor
- Navigate to the Investors screen.
- From the Show drop-down list, select My Investors.
- In the Investors list, select the investor for which you want to display a list of holdings.
- Click the Holdings view tab.