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Add Funds to Existing Favorites List
Add Funds to Existing Favorites List

Step-by-step instructions on how to add funds to an existing favorites list

Updated over 8 months ago

The Favorites List is a feature designed to make it easy for you to easily keep track of your go-to funds.


When using the funds research tool, you can select multiple funds at a time to add to an existing favorites list or create a new list.


Search and filter down the funds relevant to your search.The selected funds will stay selected until you clear the filters. This allows you to apply different filters as you add to your selected funds.


Your Favorite Funds page collects your go-to funds in one central page.

  1. Navigate to Fund Research

  2. Select the funds you want in your ‘Favorites’

  3. Click ‘Add to Favorites’ in the top right corner of the action bar

  4. Search for your existing list by name or simply select from the list displayed below

  5. Select one or more of the lists where you want to add the fund(s)

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