Introducing the watch list

The Watch List is a feature that makes it easy to keep track of your priority equities. Adding an equity to your watch list lets us know which equities you would like us to prioritize for the fastest turn-around during earnings season. To add an equity to your Watch List, just click on the grey star beside the equity name.  



When the page reloads, a message at the top will confirm that the equity has been added to your Watch List and you can click on the link to go to your Watch List.


The Watch List can also be accessed by clicking on the Watch List folder from the main page in the portal.


We will send you an e-mail whenever an equity in your Watch List is updated for quarterly earnings.  To remove an equity from your Watch List, click on the star again from anywhere that the equity is displayed.