Question: How do I search for clients with a particular holding?

You can use the security search function to search by ASX or APIR codes for all clients who have a particular holding

  • Mceclip0 > Analysis > Security Positions
  • Set the search filters at the top of the screen
  • Ensuring you select the correct AND / OR operation
  • Select the + to add the security code (ASX or APIR Code) (Select the magnifying glass to search for the correct code if you are unsure)
  • Select Search in the top right hand corner to search

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