Portfolio Content › Add and Remove Individual Portfolio Investments

Add and Remove Individual Portfolio Investments

You can manually add investments of any type individually to your portfolio, regardless of its state. You can individually add investments before or after using power filters or instead of using power filters. Once added, these investments display in the Individual Investments section of the portfolio contents page.

To remove an investment, select the check box next to the name of the investment and then click Remove.

To add an investment to your portfolio

1. With the portfolio open, click Contents.

   The portfolio contents appear.

2. In the Individual Investments section, click Add.

   The select investments page appears listing the investments to which you have view access rights.

3. Select and add the desired investments.

   The selected investments appear listed in the portfolio contents.