Add Holdings to an Investment Account

You can add purchase history and details about financial holdings in an investment account.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

To add a holding, the securities records must exist. If the securities record doesn’t exist, create it before adding the holding.

On the Related tab of the client or household profile, click New in the Financial Holdings section.
Enter a name, such as Salesforce shares.
Select the ticker symbol.
Under Financial Account, select the investment account for this holding.
Enter purchase details.
Save the record.

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