You now have the option to add investments as 'Proposed' to your Client Account(s) via the Investment Screener in addition to still having the option to add investments as 'Current'. To do this, follow these steps:
- Select the Investment Screener tab on the left side of your screen.
- Choose between performing a new search using your desired criteria or load your existing criteria.
- Once you do this you will be brought to the 'Results' screen
- From here, you can check the box or boxes for the investments you wish to add to your Client Account(s). The check boxes are located to the left of the investment names shown in the above image.
- After you've finished checking the box or boxes to add investments, click the 'Add To Client/Client Accounts' button, which is highlighted in yellow below:
- After clicking this button, you will be prompted to select which Client/Client Account you want to add your investment(s) to.
- You will then see the option to add your investment(s) as either 'Current' or 'Proposed'. Check the 'Proposed' option.
- The investment(s) that you've selected will then populate and display as Proposed within the Client Account(s) that you added the investment(s) to.