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Add Security (Ownership Accounts)

This setting allows you to assign ownership of a security independently of the ownership percentages for the rest of the account's holdings.

You might use this when an account with multiple owners contains securities owned by one individual. You can add that security specifically, designate who owns it, and what percent they own.

For more information about ownership accounts, see partial ownership accounts.

For more information on editing accounts, including how to navigate to this panel, see Maintaining Accounts.