Assigning a Benchmark to 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. Click on the account to which you want to apply your custom benchmark. The account opens to the Holdings Summary.

4. From the Tools menu, point to Settings, then click Select Benchmark. The Select Benchmark dialog opens.

5. Click the Within arrow to select the type of benchmark you want.

6. Click the Find By arrow to select the method by which you will find the benchmark. Enter name or ticker in the box.

7. Click Go. The found items will appear in the Available Records box.

8. Select one of the records as your benchmark. You may only select one.

9. Click OK. The benchmark will be assigned and saved to this account.