Save as custom view

1. In the Name box, enter the name for the new view or "data set". Current saved views are listed in the My Data Sets box.

2. Click OK. The layout is saved and you are returned to the Select Data Points dialog box.

3. Click . You are returned to the account's Holding Summary page.

4. Click the View arrow and scroll down to My Data Sets. The Open From dialog opens.

5. Highlight the name of your new custom view/data set and click OK. The new custom view opens.