Tracker Settings
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Click the Tracker Settings link |
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From this page, users can add, edit or delete custodians, broker/dealers, portfolios and indexes. Select from the drop down menu to filter the information displayed. Selecting All will display a comprehensive list of existing custodians, broker/dealers, portfolios and indexes |
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To add a custodian, click the add link in the Custodian category |
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Enter the name of the custodian in the textbox on the add custodian page |
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Click the Submit button to complete the process |
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