To View Accounts with a Holding

To view accounts with a holding on the Securities in Accounts page, do the following:

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

2. In the left-hand column, click Securities in Accounts.

3. Select a holding by checking the box to the left of the holding name.

4. From the Action menu, select View Accounts With Holding.

5. A new window opens, listing the accounts with the holding.

6. To export the list to Microsoft Excel, on the Action Shortcuts toolbar, click Export.

7. To print the list, on the Action Shortcuts toolbar, click Print.