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