Search for securities account/securities

If you want to find out which of the securities accounts you manage contain a specific security, open the "Search securities account/securities" report. You can find this evaluation in the workspace of groups or depot filters on the "Sachdepot" worksheet.

Enter the security to be searched for in the "Security" parameter. Enter part of the name and confirm by clicking on the "Search" icon. Or drag a security from the Explorer into the input field.

Start the evaluation via the "Refresh" icon.
The individual securities accounts containing the security and their holders are listed in the table.

You can execute securities account transactions directly from the context menu of the individual columns.