This tab is where you enter the details of any Collectibles held by the portfolio. Common examples of collectibles would be rare coins, artwork, antiques, etc.
- All pink fields are mandatory. No spaces in the account code and the account code must be unique within the entity.
- Lease Details is only required where Leased is set to True.
- Insurance Details are only required where Insured is set to True.
Review the Custom Holdings Tab