NOTE:

• If you perform an Advanced Search during your current platform session, when the Advanced Account Search screen displays again, it contains the criteria you established previously, as well as the list of accounts that matched the criteria.
• If you wish to leave the Advanced Account Search screen open while you work with other functions within the platform, you can minimize it and then redisplay it when you want to continue to work with the same list of accounts.
• Select the Reset Search link to delete all established criteria, search results, and account type selections.

1. Select the Advanced Search link on the Account Search screen. The Advanced Account Search pop-up screen displays.
2. Using the pane on the left side of the screen, choose the account types you wish to search. NOTE: If you change your Account Type selection(s) after specifying the search criteria, the criteria are deleted and must be re-created.
   • Fidelity Brokerage: NOTE: This selection is chosen by default.
   • NFS: Displays only if you have access to NFS accounts. NOTE: This entitlement must be established by Fidelity.
   • Fidelity Non-Brokerage: Displays only if you have any of the following entitlements: Fidelity CGF Donor-Advised Fund Accounts, Fidelity Life Insurance/Annuity Accounts, or Fidelity 403(b)/401(k) Accounts.
   • Other Accounts: Displays only if you have a Portfolio Management entitlement.
3. Choose an entry in the left-most criteria drop-down list.
4. Based on your selection, additional fields, drop-down lists, and/or links display so you can complete the search criteria. For example, you could select to search for accounts where the primary account holder's Age >= 70 AND Cash Available >=100000.
5. If you want to add more criteria to the search, select the Add Criteria link to display another row and then repeat Steps #3 and #4. NOTE: You can specify up to five (5) search criteria and you can select the Reset Search link to delete all established criteria and begin specifying them again. Also, you can delete an individual entry by selecting its associated Remove link.
6. When you finish establishing the criteria, select the Search button. NOTE: All specified criteria must be met in order for an account to match or satisfy the criteria.
7. The account(s) matching the criteria you provided displays. NOTE: An error message displays to inform you if there are no accounts that match. The entries in the Account # column are links. Left-clicking one of these links or the caret associated with it displays a shortcut menu that provides access to the information related to the selected account. The entries in the menu vary depending upon your entitlements; some of the possible options are: Summary (with additional flyouts), Features (with additional flyouts), Positions - Open/Unrealized, Positions - Previous Sales/Realized, Balances - Recent/Prior Close, Order Status (with additional flyouts), History, Statements and Records (with additional flyouts), Order Tickets (with additional flyouts), Service (with additional flyouts), and Tools (with additional flyouts). NOTE: Please see the individual online help topics for additional information on the drop-down list entries.
8. Optionally, you can use the Sort results by drop-down list to organize your results list alphabetically (ascending (A-Z) or descending order (Z-A)) according to one its entries (Account #, Custom Short Name, FBSI Short Name, or Primary Owner).
9. If you wish, you can drag-and-drop columns to reposition them so the display better meets your needs.
10. The columns with blue headers (Account # (the default), Custom Short Name (present if selected on the Short Name Display screen (Settings > Short Name Display)), and Primary Owner represent additional sort criteria. Select one of these headers to sort the results list in either ascending or descending order according to this column; select the heading again to reverse the display order (ascending or descending).
11. Right-click within a row to display a shortcut menu containing the options to Copy this cell or Copy this row. If you highlight several rows (either contiguous or non-contiguous) and then right-click within one of the selected rows, you can choose Copy selected rows. After you copy the cell, row, or rows, you then can paste the information into another application, such as a spreadsheet. NOTE: When you copy a row or rows, column headers also are included with the row information.
12. You can create a new group containing all or some of the entries in the search results. Select the checkbox to the left of an account to select it individually; select the checkbox to the left of the Account # column header to select all accounts in the list. Then, select the Add to New Group button to create a group containing the selected account(s). NOTE: Please see the associated online help topics for additional information on adding and managing groups.

630854.1.0

Top