---
title: "Editing a Security"
slug: "editing-a-security"
tags: ["Editing a Security", "Editing", "Security"]
updated: 2023-06-26T14:01:25Z
published: 2023-06-26T14:01:25Z
canonical: "docs.foundationhub.com/editing-a-security"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Editing a Security

## Editing a Security

To edit an existing security, go to Forms & Workflow > Securities Forms and follow these steps:

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-1684768341140.png)

1. Search for the CUSIP that needs to be edited. As you begin to type, a list of matching CUSIPs will begin to appear to choose from.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-1687374992503.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-1687374631060.png)

2. Once the CUSIP is chosen, select ![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-1687374713940.png)If you are unsure of the exact CUSIP this report can be run on the entire population of existing CUSIPs.

3. The CUSIP is now a Blue Hyperlink – if selected, the Security’s detail screen will open.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-1687374828558.png)

4. Edit any fields that need to be updated on any of the drop-down screens and click which will move the CUSIP into Pending Approval and will forward the changes to the Inbox of the relevant User(s) for final approval.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-1687374962953.png)

Committee on Uniform Securities Identification Procedures. A CUSIP number is a unique identifier that can either be a "real" CUSIP - meaning on that matches to an actual security e.g.,