Add an Advisor FYI alert
  1. Go to the Alerts center.
  2. Under Advisor FYI, click Customize your Advisor FYI alerts.
  3. Click the Choose Advisor FYI tab.
  4. 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.
  5. Optional: If you selected Account Balance Limits, Important Dates, or Investment Alerts

  6. When you are finished adjusting your settings, click OK.