Renaming a Holding

Finmo Portal

  1. 1. Go to your Investment portfolio

    Go to your Investment portfolio

  2. 2. Click on highlight

    Click on highlight

  3. 3. Click on Rename

    Click on Rename

  4. 4. Rename the Holding

    Rename the Holding

  5. 5. Confirm your submission

    Confirm your submission

  6. 6. Your Holding is updated with the new name

    Your Holding is updated with the new name