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You can search for symbols from several entry points including “Market” and “Watch”. Simply start typing all or part of the Company’s name and the system will proactively provide you with suggestions. You can use this feature anywhere including Insiders and Institutions.

For example, typing “Bank” in the Symbol box will bring up the stock symbols and names of companies with “bank” in their name.

Depending where you are in the Platform, clicking on the selected symbol while you are in:

The “Market” or “Watch” tab, it will be added to your currently open list of stocks.

The Dashboard of the “Research” Tab, it will automatically provide the top layer of information on the stock. As always, you are able to navigate to different areas or ‘drill down’.

Insider or Institutions of the “Research” Tab, the corresponding data will display, such as data by Quarter, the biggest buyers and sellers and more.

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