You can create up to 6 watch lists to monitor the performance of stocks, options, and mutual funds. Lists can be created, accessed, and edited on our website or by phone through AutoBroker®, our automated touch-tone service.
How to Edit Your Watch List Online
- To rename your watch list, type a new name into the text field next to Watch List Name at the top of the page (limit 30 characters).
- To indicate your default list, check Make this my default watch list.
- To add or remove a benchmark index, check or uncheck the box in front of the index.
- To change your list of securities, enter the symbols for new securities you want to track, or delete the symbols for the ones you want removed.
- To track options:
- Go back to the My Watch List page.
- Click the Stocks, Bonds, and CDs section from the top menu.
- Enter the underlying ticker symbol in the Name/Symbol lookup box.
- Click Go.
- Click View options for this stock under the I want to... area of the stock profile page.
- Find your option on this page and enter the exact symbol into the Symbol box on your watch list.
- Add the number of contracts you want to track in the Number of Shares column.
- To create a more personalized view over time, enter optional data (number of shares, a purchase price, and a trade date) on your watch list.
- To review your list, click Save. If a symbol or name is not recognized, the closest matches will display in a window. Highlight the correct match, and then click Save.
How to Edit Your Watch List Through AutoBroker
- Call 1-800-992-8327, press 1 for AutoBroker, and enter your Social Security number and PIN.
- Press 1 for quotes, then 2 to access your watch lists. Enter the number (1 through 6) of the list you want to edit.
- Enter the symbols of the securities you want to add or delete.
Note: We do not provide data for all securities.
