New Quick Account Dialog Box

1. In the Quick Account Name box, enter a name for this quick account, limit 50 characters.

2. If desired, click the Quick Account Owner magnifying glass icon to select an account owner. Quick Account Owners are selected from your client and prospect list.

3. From the Benchmark box, select an account benchmark. The default benchmark is Morningstar U.S. Market.

4. Click . The Holdings Entry screen opens.