To add or edit prices of any securities:

1. Click on ‘Security Prices’ on the left-hand menu
2. Enter the Canopy ticker of the security
3. To add new prices to an existing security, click on ‘Add Security Prices’
4. To edit an existing security price, click on the pencil icon. Please DO NOT edit prices with ‘Default’ as Source Type

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