You can return to this screen at any time by clicking Help in the Navigation Bar.
Detailed help is available on the topics listed below.
Public Home Page Home Use your personal Personal Home Page , edit your personal information and default settings for plans and presentations, or create personal fund and stock lists . Clients Set up personal files for each of your clients, track communications , and view client reports and lists. Planners Set up client plans for retirement, asset allocation and tuition. Filters Select a group of funds and stocks based on pricing, performance, rankings and holdings, for reporting and charting. Reports Create detailed reports on selected funds , stocks and indexes Charts Create performance charts for selected funds and stocks.