Select the method you will use to identify the investments for your list.
Click Name/Ticker/ISIN/CUSIP/SecId to use the Find Securities dialog box to find investments by name or ticker.
Click Search Criteria to enter a complex query to find a group of investments. When you click this option, click the arrow to select the investment universe you will search in. Click OK. The Search dialog box opens.
Click My Lists to select items from one of your saved investment lists. When you click this option, click the arrow to select which investment list you want to choose securities from.