How can I search for mutual funds in Client Portal?

To scan for mutual funds in Client Portal:

  1. If you are not already in the Mutual Fund Scanner, select the Research menu followed by Mutual Fund Scanner.
  2. You can search by ISIN, CUSIP or ticker symbol in the search box on the top right part of the page.
  3. Define or select the desired filters including:
    • Region
    • Fund Family
    • Commission
    • Fund Type
  4. Click View Results to scan the markets for instruments that best meet your filter criteria.
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