Confirm a prospect’s stock holding information

1. From the prospect's Wealth and Ratings screen, select the Assets tab.

2. Expand the Securities section.

3. For organizations and households, select Securities in the Wealth summary section of the Wealth and Ratings screen.

4. In the grid, expand the entry you want to confirm.

5. On the action bar, select Confirm. A check mark appears in the Confidence column of the grid.