Select Asset Class Dialog Box

To create a new asset class, click New. The Asset Class Wizard opens.

To select or edit an existing asset class, do the following:

1. Click the Find By arrow to select either Name or Ticker (if applicable).

2. In the Find box, type the name or ticker and click Go. Matching items appear in the Available Records box.

3. Click on the name of the desired asset class. You may only select one.

4. To select the asset class, click OK. The Add Asset Class dialog appears.