Creating an Off-Platform Holding

Holdings can be found within a Contact record.

Create a New Contact or load an existing record:

This will open the contact record.

Click into the Holdings tab and click New under the Off-Platform Holdings area:

Enter the details of the holding. 

Start by entering the provider, type basis & product. As you start typing, a list of options will appear in a drop down box:

If you cannot find the provider/basis/product, add manually:

Complete further details of the holding:


For further information on Off-Platform Holdings, see article Off-Platform Holdings - Underlying Assets