Copying an account

1. In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.

2. In the left-hand column, click Accounts. The Accounts spreadsheet opens.

3. From the Accounts spreadsheet, select the account you want to copy by checking the box to the left of the account name.

4. From the Action menu, point to Edit, then click Copy Account. The Copy Account dialog box opens.

5. In the Account box, enter a name for the copied account. By default, the current name appears. To edit this name, simply type a new name (up to 50 characters) in the box.

6. In the Client box, click the magnifying glass icon to select the client. The Select a Client dialog box opens.

7. Select the client and click OK. You return to the Copy Account dialog box.

8. Click OK. The account is copied to your selected client.