Find Favorites

To find favorites, do the following:

1. Click the drop-down menu for Type, and select from Investment Lists, Searches, or Universes.

2. Click on a record to select it from the Available Records section. Note: Multiple records can be selected by holding down the Ctrl key and clicking each record you want to add; or, select the entire list by clicking the first record in the series, hold down the Shift key, and then click the last record in the series.

3. Click the Add button to move your selections to the Selected Records section.

4. Click OK to finish.