How to update security details
To update the same information across multiple securities, Full access users can select them on the ledger and use the Actions button. To update the information on an individual security, click its row tools button.
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Start by accessing the Securities menu on the left and choosing the appropriate security type.
To modify multiple securities:
Check the box next to each one.
Click Actions and choose the Modify option.
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To modify a single security:
Select the Modify option from the row tools button to its right
Select a reason for the modification and, if needed, add a note.
In the left column, choose the fields you want to update, and enter the new information on the right.
You can find a complete list of modifiable fields by clicking the link below.