Entering Holdings Information

You can add individual holdings information for Investors from the Holdings and Interests Holdings view. In addition, use the Financial Accounts Investment Holdings view to add holdings to financial accounts.

Note: These holdings are not searched in the Holdings and Interests Search view. Only interests based on holdings are searched. See Recording an Interest Based on a Holding.

To add a holding record

1. Navigate to the Holdings and Interests screen, then the Holdings view.

2. In the Holdings list, add a new record and complete the fields.

3. In the Holdings form, enter additional information about the holding.