Last updated: 2025-12-02
SmartInvestments - Creating and Deleting Investment Positions
SmartInvestments - Creating and Deleting Investment Positions
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Creating a Position
In SmartOffice, investment positions are created manually by the user
or through electronic downloads from third-party providers.
Manual Method
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Do one of the following:
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[Perform
a position search](/help/pro/smartinvestments/-/searching/for/investment/positions) to display the Global Investment Position
List.
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Open the Investment
Positions tab of a contact or other record. SmartOffice
record types that have this tab include contacts, businesses,
households, advisors, agencies, investment accounts and investment
securities.
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Select Menu > New 'Investment Positions' Record.
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When the Select Security Type dialog box opens, select a security
type.
Note: The Bank Account, Notes
Receivable, Personal Property and Real Estate options are available
only when the position is created from the Global Investment Position
List or the contact/household Investment Positions tab.
Selecting one of these types creates a personal holding, which
is a special type of investment position in SmartOffice. These
positions are not linked to [investment
accounts](/help/pro/smartinvestments/-/viewing/and/editing/investment/accounts) and do not appear in [position
searches](/help/pro/smartinvestments/-/searching/for/investment/positions). They are visible only on the contact/household Investment
Positions tab.
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If the Search Contacts and Businesses dialog box opens, [search
for and select the contact or business](/help/pro/contacts/and/businesses/-/searching/for/contacts/and/businesses) that the position will
belong to.
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If the Search Accounts dialog box opens, [search
for and select the investment account](/help/pro/smartinvestments/-/searching/for/investment/accounts) to which the position will
be added.
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When the [Position
Detail content link](/help/pro/smartinvestments/-/position/detail/content/link) opens, complete the fields. For help with
these fields, see [Viewing
and Editing Investment Positions](/help/pro/smartinvestments/-/viewing/and/editing/investment/positions).
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Select Menu > Save.
Electronic Download Method
Users who subscribe to data providers such as DST, Albridge and Pershing
can download account positions directly from those providers.
For more information and a list of all supported providers, see [Investment
Data Downloads](/help/pro/data/aggregation/services/-/introduction).
Deleting a Position
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Open an investment position record, or tag one or more positions
in the [Investment
Position List](/help/pro/smartinvestments/-/searching/for/investment/positions).
Note: Only users with the Mass
Deletion [user
right](/help/pro/user/accounts/user/rights/content/link) can delete multiple records at once.
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Select Menu > Delete 'Investment Positions' record.
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When the confirmation message displays, click the Yes
button.
Note: An investment position is automatically
deleted when its associated contact record is deleted. See [Creating
and Deleting Contacts and Businesses](/help/pro/contacts/and/businesses/-/creating/and/deleting/contacts/and/businesses).
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