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Updating and Changing Security or Fund Details

Updating and Changing Security or Fund Details

It's easy for firms to update or change security or fund details in the Mako platform.

To update security or fund details:

  • From the Main Menu, select Products and choose the product type you wish to edit. ‍
  • Click View/Edit Data for the corresponding issue you want to edit. 
  • Enter the updated value in the field you wish to edit and click the Edit Bond (or Stock or Fund) button at the bottom of the screen. 
Screenshot of bond products belonging to an organization
Screenshot of the Edit Bond button


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