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In the Security Data category, use the check boxes to select the security data information that you want to display on the report. The CUSIP/Ticker and Description boxes are pre-checked since this information will appear on all Tracker reports. Click the Select All button if you would like all Security Data information displayed. The Clear All button will erase all previously checked boxes and allow you to restart the selection process |
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Follow the same procedure for the Transaction Data category by selecting the check box next to each transaction data item you would like displayed on the report. |
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Complete the selection process by checking the desired items in the Portfolio Data category |
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Review your selections and then click the Next button |
