video1.0<iframe src="https://www.loom.com/embed/65c76b819c234a3d9cbb8e5842702f60" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/65c76b819c234a3d9cbb8e5842702f60-410f4206db660b31.gif159.669In this video, I walk you through the process of changing holdings in our system. I cover everything from navigating to the security section to selecting the right options for your transaction. It's important to double-check your entries before confirming the changes. Please make sure to follow these steps carefully to ensure accuracy. Let me know if you have any questions!