Find Accounts with Holding

Locate all accounts within your practice that hold a specific security.

1. From the Tools menu, go to Find, then click on Find Accounts with Holding.

2. Click the Within arrow to select the type of holding you are looking for. Options include universes, categories, user-defined securities, and indexes.

3. Click the Find By arrow to select the method you are using to search for the item.

4. In the box, type the ticker or name of the holding. Click Go. Results appear in the Available Records box.

5. Select one holding, and click OK. You will be taken to a grid that lists the holding, and all of the client and prospect accounts in which it appears.