Search for

On the top bar of most screens, there is the Search for tool that you can use to directly access securities, clients and prospects, and contacts. This is what it looks like: .

1. In the Search for box, enter the name or ticker of a security, or the name of a client, prospect, or contact.

2. In the second box, click the arrow to select the appropriate search category: In Securities, In Clients/Prospects, In Contacts, and in some areas In this View.

3. Click Go. The security, client, prospect, or contact is located.