SmartInvestments - Working with Investment Securities

This section describes how the user can manage investment securities in SmartInvestments. When managed properly, investment security records:

• Help maintain consistency in the use of investment symbols and CUSIP numbers throughout the system, improving the ability to maintain up-to-date information such as current share prices and share balances.
• Make data entry easier and more consistent. For example, data from an investment security record is automatically entered when that security is selected during position creation.
• Help improve accuracy in statistical reporting on investment holdings for groups of clients.

Note: There are no investment security records for personal holdings (personal property, real estate, bank accounts and notes receivable). Select a topic below for more information:

• Searching for Investment Securities
• Creating and Deleting Investment Securities
• Viewing and Editing Investment Securities
• Comparative and Blended Indices
• Updating Security Prices
• Merging Investment Securities
• Recording Corporate Mergers, Acquisitions, Stock Splits and Spin-Offs
• Other Investment Securities Management Features