If while attempting to confirm a prospect's securities information, you discover it to be unreliable and you want the information designated as such on the record, you can reject the information without removing it from your system.
| 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 reject. |
| 4. | On the action bar, click Reject. A red warning icon displays in the Confidence column and the rating number is changed to "0." |