Stock holdings

mmike0407's Avatar

mmike0407

15 Jan, 2020 07:01 PM

Can you please advise me how/where I can enter my stock/shareholding on the programme?

  1. 1 Posted by derekkent23 on 16 Jan, 2020 09:36 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi mmike0407

    Adding Securities/Holdings is a multi-step process.

    1. Create a investment account see https://infinitekind.tenderapp.com/kb/investment-accounts/create-an...
    2. Create Securities and associating Securities with an investment account(s). see https://infinitekind.tenderapp.com/kb/investment-accounts/adding-se...
    3. Entering your holdings. See https://infinitekind.tenderapp.com/kb/investment-accounts/entering-...

    Also see the other related articles at https://infinitekind.tenderapp.com/kb/investment-accounts

    Hope this helps

  2. 2 Posted by mmike0407 on 16 Jan, 2020 09:53 AM

    mmike0407's Avatar

    Thanks Derek I’ll give that a try and let you know how I go on.

  3. 3 Posted by derekkent23 on 16 Jan, 2020 10:20 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi mmike0407

    Glad I was able to help.

    Have Fun.

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