Saving a Search

You can save a search that you want to use repeatedly from the Search Results page. You can execute a saved search from the Saved Searches tab in the Home page and the Find Bonds page. You can maintain and execute saved searches from the My Saved Searches tab of the Organize page.

To save a search:

1. Click in the Search Results page. A drop-down menu is displayed.  

2. Select the My Saved Searches option from the menu. The Add Search to Saved Searches dialog box is displayed.

3. Complete the dialog box for the saved search.

1. Enter or edit the name of the search in the Search Name field.

2. Enter or select a customer or account to associate with the search, if desired.

3. Add a note about the search, if desired.

4. Add the search to your watched items, if desired.

   Click the Add this search to your Watched Items check box and complete the associated fields.

5. Add the search to your favorites, if desired.

   Click the Add this search to your Favorites check box and select the folder for the search in your Favorites list.

6. Click Save.  A confirmation message is displayed.  The message includes a confirmation for each location to which you saved the search.