On this screen, you will select the portfolios to which for which merger or exchange transactions should be generated.
Click the Custodian drop-down and select the custodian from which you import portfolios.
The All portfolios radio button is selected by default.
If you do not want to select all portfolios, click the Select portfolios radio button and click the magnifying glass icon. The Find Accounts dialog opens.
Select the account(s) and click OK.
Click Next.