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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.
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