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
- When you are finished adjusting your settings, click