Add an Advisor FYI alert
- Go to the Alerts center.
- Under Advisor FYI, click Customize
your Advisor FYI alerts.
- Click the Choose Advisor FYI tab.
- Select the check boxes for the alerts that you want to receive.
When you select an alert, a description of the alert will appear to
the right of the Advisor FYI (All) box.
- Optional: If you
selected Account Balance Limits, Important
Dates, or Investment Alerts
You need to give more
information to set these three types of alerts. Click the tab with
the same name as the alert you selected, and then follow the
directions on the tab.
- When you are finished adjusting your settings, click
OK.
