Account FAQ's for investment research

Q. I have changed my e-mail address. What do I do?

A. To amend your personal details simply log-in to your account and click the ‘Update Personal Details’ link. This will take you directly to the Profile section where you can change your details. Click the ‘GO’ button to confirm the changes.

Q. Can I change my username?

A. Username is unique combination of symbols and cannot be changed once chosen.

Q. How do I set up e-mail alerts?

A. To subscribe for alerts log-in using your username and password. Click on 'My Settings' in the 'My Home' section. Choose the 'Email alerts' link from the 'My Settings toolbar. Tick alerts you wish to receive, choose Alerts style and email frequency andconfirm by clicking 'Save' button

Q. How do I amend or unsubscribe from e-mail alerts?

A. You have completed control over your own account.

Login using your password and username and click on the ‘E-mail Subscription and Alerts’ link. In ‘E-mail Alerts’ section choose the type of alerts you wish to amend and switch them on and off depending on your requirements. Click the ‘Save’ button to confirm the changes.

Q. How do I create a new Portfolio?

A. Login using your username and password and click the ‘My Portfolios’ link in the ‘My Home’ channel. Go to the ‘Set-up’ page and type a name of the new Portfolio in Create Portfolio box and click ‘Go’.

To rename or delete existing Portfolio go to the ‘Set up’ page and click appropriate rename/delete link located to the right of each Portfolio name.

Q.How do I add a stock to my portfolio?

A. Login using your username and password and click the 'My Portfolios' link the 'My Home' channel.

To add a stock to your portfolio, click "Add Security To Portfolio". A new window will open where you need to enter a company name or ticker, then click on "Search". Once the look up tool has located your security, check the box and click "Select" (or in some cases "search again"). Your security will then be in your portfolio

To add holdings click on "add shares" on the right hand side, opposite each security in your portfolio. Enter your details and click on "Save Trade" The page will then confirm what you have entered and allow you to edit your details. To return to your portfolio click on "View Portfolio".