How do I use the Watch List?

Use the Watch List to monitor securities you don’t currently own. This lets you follow prices, compare performance, or track potential investments without adding them to your accounts. Securities marked for the Watch List appear in the portfolio under a separate Watch List account.

Add securities to your Watch List

1. Choose Tools > Security List.

2. Find the security you want to track.

3. Select the Watch List checkbox.

4. Select Download Quotes to receive current pricing updates.

View your Watch List in the portfolio

The Watch List appears automatically in portfolio views if you’ve added securities to it—unless you’ve previously hidden the Watch List account.

To confirm or re-enable the Watch List:

1. Click the Investing tab.

2. Click the Portfolio button.

3. In the Show dropdown, select a saved view or create a new one.

4. In the Group by dropdown, choose Accounts.

5. Click the Customize button.

6. In the Accounts tab, check the box for Watch List.

7. Click OK.

Your Watch List securities appear under a section labeled Watch List, grouped as if they belong to a separate account