1. Select the magnifying glass – if not already on Security Lookup.

2. Choose one of the following to search for the security:

   Symbol
   Description
   CUSIP

3. In Search For, enter at least 1 character corresponding to your search choice.

   - The more characters you enter, the more refined your results.

4. Choose the Security Type, or select All to search across all security types:

   All (Default)
   Mutual Fund
   Common Stock
   Preferred Stock
   Right/Warrant
   When Issued
   Corporate Bond
   Municipal Bond
   Federal Bond
   Unit
   Bankers Acceptance
   Certificate of Deposit
   Fidelity Fund
   Commercial Paper
   Other

5. Select the magnifying glass.

   - Matching results display, up to 100 per page.

6. In the Symbol column, select a link.

   - This prefills the window back where you launched the lookup.

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