| 1. | From the constituent’s Wealth and Ratings page, click Securities in the Wealth summary grid. The constituent’s Securities page appears. |
Note: For information about accessing the constituent’s wealth information, see View Wealth Summary Information.
| 2. | In the grid, click the entry in which you want to change transaction information. |
| 3. | Select the transaction you want to edit. |
| 4. | Click Edit. The Edit security transactions screen appears. For information about completing the fields included on this screen, see Transactions Tab (Individual constituents only, not organizations). |
| 5. | Click Save to save the entry and return to the transactions page. |