Watch List overrides can be manually added to force the watch list status of an investment (both On Watch and Off Watch). Once activated, the override status will always take precedence over any watch list trigger and will remain in effect until you deactivate it. Each override can be activated for:
Your Entire Book of Business
This is more common and useful if you want the same decision applied across every client that holds this investment
A Specific Client Account
This is useful when you have a targeted decision that only applies to a single client
Across All Share Classes of the Same Parent Investment
This is more common and useful when you are making a watch list decision based on the quality of the investment manager and their performance
A Specific Share Class
This is useful if you want to make a watch list decision for a single share class due to the expense structure of that class
Manage your Watch List Override within the Investments tab under Book of Business or in Application Management (gear icon in top right corner). Below, you will see I accessed Watch List Override by accessing Investments, and then selecting the specific fund I want to manage. I click on the action button “⋮” in the top right corner and selected 'Manage Watch List Override'.
Manually keep investments on or off the Watch List, and apply to all or specific share classes, as well as client accounts.