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FAQ

How do I add holdings to my existing portfolio?

  1. Click the Portfolio tab on the home page.
  2. From the drop-down menu, choose the portfolio you wish to edit.
  3. Scroll over the Modify tab on the Portfolio navigation bar.
  4. Choose Add Holding(s).
  5. On the next screen, choose the Stock/Fund, Bond or Cash tab depending on the holding you wish to enter.
  6. Type the holding name or ticker in the Ticker field and add other relevant information.
  7. Click the Save button.

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