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Use the New Security dialog box to create a new security.

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To create a new security:

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Securities are not deleted if they are held by a fund.

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To delete a security:

  1. From the Reference Desk workspace, click Securities in the left navigation.
    You see the Securities workspace with all the available securities.
  2. Click the View By drop down and select Security.
  3. Complete the required search criteria and click the Search button.
    You see the search results based on the criteria you selected.
  4. Select the security you wish to delete and click Delete.
    You see the Reference Data Center dialog box asking you to confirm the delete.
  5. Click Yes to delete the security.

    Info
    NOTE: You can not delete a security with holdings on the Eagle data warehouse.


  6. Click Refresh Screen.
    You see the security removed from the Securities workspace.