Can I pick different Financial Factors?

You can change your factors and flags in Financial Lens at any time. Access the dashboard from your Portfolio using the Financial Lens button. From within the Dashboard click the pencil ("edit") icon next to the title "Your Preferences." Click any value to add, enhance, or remove support. You can define a factor as Important or Very Important. Note that only factor values are used to calculate the Portfolio Score.

In TWS and Client Portal, you can also set preferences by clicking the pencil icon from within the Financial Lens column. The pencil icon appears if no preferences have been set.

Financial Lens is only available to clients in Canada, Singapore, Hong Kong and Australia.

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