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Changing the asset class for a security on the Securities page

Changing the asset class for a security on the Securities page

To change the asset class for a security in Office Cloud, do the following:

  1. From the Menu, select Securities.

    Securities2.jpg

  2. At the top of the Securities page, select Morningstar Securities.

    mstarsecurities.jpg

  3. Hover the cursor over the security you want to edit. The Actions drop-down menu appears.
  4. From the Actions menu, select Edit. The Edit Source Preferences window opens.

    actionsedit.jpg

  5. At the top of the Edit Source Preferences window, click Classification.
  6. Under Classification Source, select the Custom option button.
  7. Click the Reporting Asset Class drop-down field, then select the asset class you want to use.
  8. Click Done.

    editsource.jpgNote the highlighted areas.

Version history
Revision #:
2 of 2
Last update:
‎08-23-2019 09:39 AM
Updated by:
 
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