How do I edit my watchlist in Client Portal?

Q: How do I edit my watchlist in Client Portal?

To edit your watchlist in Client Portal: Click Research followed by Watchlist Click on the three dots in the upper-right corner of your watchlist to edit Select Rename to edit the name of the watchlist Select Add/Edit Symbols to edit the products displayed Enter a company name or symbol and hit Enter on your keyboard to add a product To remove a product select X in the far right column Click Save once done. Additional Information How to monitor instruments using watchlists in Client Portal can be found in our Users' Guide.

Question

Accepted Answer

To edit your watchlist in Client Portal:

Click Research followed by Watchlist
Click on the three dots in the upper-right corner of your watchlist to edit

Select Rename to edit the name of the watchlist
Select Add/Edit Symbols to edit the products displayed
1. Enter a company name or symbol and hit Enter on your keyboard to add a product
2. To remove a product select X in the far right column
Click Save once done.

Additional Information

How to monitor instruments using watchlists in Client Portal can be found in our Users' Guide.