Symbol Lookup

  1. Select a Magnifying Glass icon or Symbol Lookup link.
  2. Select the Security Type:

    Equity (Default)
    Mutual Fund
    Index

    Note
    To look up a unit investment trust, select Mutual Fund.

  3. Choose how to search for the security type:

    All (Default)
    CUSIP
    ISIN
    Security Name
    SEDOL
    Symbol

  4. Enter search criteria corresponding to your choice:

    - Partial values are allowed, at least one character.
    - Full values are required in the CUSIP, ISIN, and SEDOL fields.
    - For an index, enter a period (.) following by the index symbol.
    - For an international equity, if entitled, enter symbol:country code.

  5. Select Go.
  6. In the Company Name column, select a link to carry-back the symbol to the window where you launched the lookup.
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