To rename an investment list

  1. In the left navigation pane, click Workspace. The Workspace area opens.

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

  3. Select the investment list you want to rename by checking the box to the left of the list name.

  4. From the Action menu, click Rename. The Rename dialog opens.

  5. In the Name box, type in the new list name.

  6. Click OK. You are returned to the Investment Lists spreadsheet and the list appears with its new name.

To edit an investment list