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Before any transactions can be recorded, the security must first be added to the
Securities File.
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To add a security to the security file, click on the Security Center tab in the
upper left hand corner of the tool bar displayed at the top of the page. From the
Security Center page, select the Add tab.
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The displayed page contains drop downs for Security Sector, Security Type and Security
Structure. Select the appropriate Security Sector from the available drop down options.
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After selecting the appropriate sector, you must next select the Security Type from
the available drop down options applicable to the previously selected Security Sector.
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The final drop down contains the Security Structure options for the previously selected
Security Type. Select the correct Security Structure
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Click the Next button
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