To save selected items as a file

1. For an example, we'll save some investments from search criteria results as an investment list.

2. Click Research, click Search Criteria, and then click on a saved search criteria. The results open in a new window.

3. Click the check box next to some of the investments.

4. On the Action menu, point to Save As.

5. Type a new name, or you can replace an existing file.

6. Click OK.

7. To see your investment list, go to Research>Investments Lists.