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GlobeAdvisor Help

Welcome to GlobeAdvisor! You can return to this screen at any time by clicking Help in the Navigation Bar.
Detailed help is available on the topics listed below.

GlobeAdvisor Glossary | FAQ

Getting Started Become a GlobeAdvisor; register now! 
Public Home Page
Home Use your personal Personal Home Page, edit your personal information and default settings for plans and presentations, or create personal fund and stock lists.
Clients Set up personal files for each of your clients, track communications, and view client reports and lists.
Planners Set up client plans for retirement, asset allocation and tuition.
Portfolios Track the performance of clients' holdings: Create/edit portfolios Add Funds Stocks Other Investments Cash Reports & Charts.
Filters Select a group of funds and stocks based on pricing, performance, rankings and holdings, for reporting and charting.
Selecting Funds Selecting Stocks and Indexes
Reports Create detailed reports on selected funds, stocks and indexes
Charts Create performance charts for selected funds and stocks.
Profiles View detailed profiles on selected stocks, funds and companies.
Presentations Create customized presentations for your clients.
Alerts
Create email alerts for news and fund events

GlobeAdvisor Glossary | FAQ

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