How to Create a Security Manually


Canopy
Last Updated: 1 year ago

To add a private asset, a few things need to happen:

1. Create Security (to obtain Canopy Ticker) 

2. Create Prices 

3. Book the transaction 

1. and 2. Create Securities Manually and Add Prices

Path: Securities > Manual Security Creation

Book the Transaction (on-screen or via UL templates)



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