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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.