---
schema_version: "1"
id: 3bf328e9f6fd58b336ebf48a9c29e20829454d0ec18528366be22eaac6a02276
title: Add Holdings to an Investment Account
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_add_holding.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_add_holding.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eb2ac35abb87cd559caad84dcd6ae31eaf52db7807bdedc33550dcdf2d0f7398
description: You can add purchase history and details about financial holdings in an investment account.
products:
  - Financial Services
release: "264"
---
# Add Holdings to an Investment Account

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

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

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

#### See Also

- [Manually Create Securities Records](https://help.salesforce.com/s/articleView?id=ind.fsc_create_securities.htm&language=en_US)
- [View Holdings Within an Investment Account](https://help.salesforce.com/s/articleView?id=ind.fsc_view_holdings.htm&language=en_US)