To add or edit prices of any securities:
- Click on ‘Security Prices’ on the left-hand menu
- Enter the Canopy ticker of the security
- To add new prices to an existing security, click on ‘Add Security Prices’
- To edit an existing security price, click on the pencil icon. Please DO NOT edit prices with ‘Default’ as Source Type
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When adding new prices to an existing security, please take note of the below when prompted:
- Source Type: Select ‘Customer’
- Price Source: Select the username of the parent account to which the price is being added
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