Updating Your Fundlist

To edit a Fundlist, click Update your Fundlist from the Fund Report screen. The Update Fundlist screen appears:

• To add one or more funds to the list
  - Enter their symbols, separated by spaces, OR
  - Select a fund company and click Find to select a fund from that company's offering.
• To delete one or more funds from the list, click the Sel box beside the name(s) and click Remove.
• To open a fundlist, select it from the pulldown box and click View.
• To delete a fundlist, select it from the pulldown box and click Delete.