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

Adding Investment Interests


The Interests applet on the Relationship page displays a list of potential investments in which the user expresses interest.

To add an interest

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

    The Interests applet appears.

  3. Click Add New Interest.
  4. In the Interests 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 Interests form, and click Save.

    The interest is added to the list.

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