Expand the view of an investment account to see its underlying holdings.
|Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions|
|To view holdings:||“Advisor” permissions|
On the Financials tab of the client or household profile, look for an arrow icon next to the investment account name.
If there’s no icon, holdings information isn’t available.
To expand the list of holdings within the investment account, select the icon.