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