Issue

The current holding account is using an incorrect security issue code. How do I update it?

Resolution

To resolve this issue, you can edit the security code in the investment detail page.

Navigate to Fund Level > Investments > Browse Holding Accounts

1. Click on the security with the incorrect security code
2. On the investment detail page, click on Edit
3. From the pop-up Screen, under Security Issue, click on Change
4. Enter the correct security issue code
5. Submit