| 1. | From the prospect's Wealth and Ratings screen, click the Assets tab. |
| 2. | Expand the Securities section. |
Note: For organizations and households, click Securities in the Wealth summary section of the Wealth and Ratings screen.
| 3. | In the grid, expand the entry you want to confirm. |
| 4. | On the action bar, click Confirm. A check mark appears in the Confidence column of the grid. |