| 1. | From the prospect’s Wealth and Ratings screen, click Securities in the Wealth summary grid. The constituent’s Securities page appears. |
Note: For organizations, households, and groups click Securities in the Wealth summary section of the Wealth and Ratings screen.
| 2. | In the grid, click the entry to which you want to add transaction information. |
| 3. | Click Add. The Add security transactions screen appears. For information about completing the fields included on this screen, see Transactions Tab (Individual constituents only, not organizations). |
| 4. | Click Save to save the entry and return to the transactions page. |