Create New File

This section of the Home page allows you to quickly create a new file. The five files listed are the most widely used types of files. Click the link to More to view a full list of new files. After clicking a new file, you will be brought to the process to create that file. After creating and saving the file, it will be stored in the appropriate area in the application for that file. For example, if you click HB Style Map, you will be asked to find your investment(s), and then the HB Style Map chart will open.