Siebel eService Administration Guide Addendum for Industry Applications > Siebel eBanking and Siebel eBrokerage > Using Siebel eBanking and Siebel eBrokerage >
Editing Holdings
Customers can edit a holding. To edit a holding
- In the Siebel eBrokerage Web site, click the Relationship tab.
- Click the Holdings hyperlink.
The Holdings applet appears.
- Click the icon in the Edit column for the holding that you want to edit.
NOTE: If you click the hyperlink in the Symbol field, then detailed information about the holding appears.
- In the Holdings form, edit the fields, and click Save.
|