Du kan legge til kjøpshistorikk og detaljer om finansporteføljer i en investeringskonto.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Hvis du skal legge til en portefølje, må verdipapirpostene finnes. Hvis verdipapirposten ikke finnes, må du opprette den før du legger til porteføljen.
Gå til Related (Relatert)-fanen i klient- eller husholdningsprofilen og klikk på New (Ny) under Financial Holdings (Finansporteføljer).
Skriv inn et navn, for eksempel Salesforce-aksjer.
Velg ticker-symbolet.
Under Financial Account (Økonomikonto) velger du investeringskontoen for denne porteføljen.
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