Tracker Settings

Click the Tracker Settings link
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
To add a custodian, click the add link in the Custodian category
Enter the name of the custodian in the textbox on the add custodian page
Click the Submit button to complete the process