Add Security Alert

To create a new security alert, do the following:

1. Click the Alert Type drop-down and select an alert type.

2. In the Security field, click the magnifying glass icon. The Find Securities dialog box opens.

3. In the Within field, the Universes radio button is selected by default. To add a security from an investment list, click the My Lists radio button, then click the drop-down and select the name of the investment list in which you want to search.

4. Find the desired security, then click OK. You are returned to the Add Security Alert dialog box.

5. Click the E-mail notification drop-down and select Yes or No. The default is No.

6. Click The Recurring drop-down and select Yes or No. The default is No.

7. Click The Delete Triggered Alert drop-down and select Never or After 3 months. The default is Never.

8. Click OK or Add Another.