With Discovery, its never been easier to search the universe of securities and find exactly what you need for your clients. In addition to searching by your favorite criteria including the Risk Number and GPA, you can now favorite securities and easily recall that list at any time.
Once you are in Discovery and have begun searching for securities, you can easily favorite any of your findings. To favorite a security, simply click on the star icon on the far left side of the screen.
Viewing your Favorited Securities
To view your ‘favorite’ securities, navigate to the filter list on the left side of your screen and select Favorites > Only Show Favorites. Your table view of Discovery will now show all of your favorited funds.
Have questions or want to learn more about Discovery? Email our Customer Care team at firstname.lastname@example.org and we’d be happy to help.