Symbol Management—Organizing Tools        Watch Video Example Now

New tabs may be created in the Trade Center page. In the grey field at the bottom of the page, right click and got to New Portfolio.

Symbol Management—Organizing Tools Continued

You will now have a New Portfolio window.

Name the portfolio and click OK.

Folders may be created by clicking on Portfolio>New>Folder.

This will display a New Folder/Account window.

Name the folder, and click OK.

Symbol Management—Organizing Tools Continued

Ticker symbols may be created by right clicking on the folder>New>Ticker Symbol.

Symbol Management—Organizing Tools Continued

Existing ticker symbols may also be moved to a folder by left clicking (and holding) on a ticker symbol and dragging to the desired folder. Don’t be concerned if you don’t see the symbol move until you release the left click.

In the above example, GM was dragged to the Auto folder. When the Auto folder is highlighted with two gray lines, release the left click.