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About customizing portfolio options

  1. Choose Edit menu > Preferences.
  2. In the left pane, click portfolio.
  3. In the right pane, select the settings you want to use.
    • Select accounts to view online
    • Send my Shares, or Send only my Symbols
    • Track my Watch List on
    • Change my credentials at next One Step Update
  4. Click OK to save your changes.