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            Manually Create Securities Records

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            3. Financial Services Cloud Admin Guide

            Manually Create Securities Records

            Enter information about securities, such as stocks or bonds. While this data is typically updated automatically from external systems, here’s how to enter a securities record manually.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Make sure that the securities data is entered before you add holdings for investment accounts. Otherwise, you can’t specify that the security is part of a holding.

            1. From the navigation menu, open the Securities tab, and click New.
            2. Enter the ticker symbol, securities name, and other relevant information.
            3. Save the record.
             
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