The Securities List page allows you to select securities that can be used to construct a portfolio matching the proposed allocation. All securities that are currently included in any of the accounts that were used to fund the plan will be listed by default on the Securities List page. If a security is included in more than one account, it will only be listed once.
If you proposed a model portfolio on the Efficient Frontier page, the securities list will include the securities that make up that model portfolio. If you proposed a model allocation on the Efficient Frontier page, the securities list will include the securities that make up the model portfolio which is associated with the proposed model allocation. In either case, you can remove one or more of these default securities.
To add securities to the Securities List, click Select Securities. The Find Securities dialog opens.
Select the desired securities and click OK. You are returned to the Securities List.
To remove a security or securities from the list, check the box(es) to the left of the security name(s) and click Delete.
To add a model portfolio to the Securities List, click Load Model Portfolio. The Find Model Portfolio dialog opens.
Select the desired portfolio and click OK. You are returned to the Securities List.
To add an investment list to the Securities List, click Load Investment List. The Select Investment List dialog opens.
Click the name of the desired investment list and click OK. You are returned to the Securities List.
To save the securities on the Securities List page as an investment list in Workspace, click Save Investment List.