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

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

   The Holdings applet appears.

3. 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.

4. In the Holdings form, edit the fields, and click Save.