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Find Opportunities with Edward Jones’ Portfolio Screener

Screen portfolios in your branch, and compare client's portfolios to Investment Policy Committee guidance

5 Steps to Find Opportunities in Your Book

 

What is it?

The Edward Jones’ Portfolio Screener tool makes easy to identify the status of portfolios for all of the clients you serve as compared to firm guidance.

Why is it important?

Portfolio Screener helps you screen all portfolios in your branch, compare clients' portfolios to Investment Policy Committee guidance, and identify clients for whom buying or selling a specific investment may be a suitable solution.

Visit (WEB616730) for more additional information.

Step 1:
In My Branch, select Serve Clients tab, and then Portfolio Screener

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Step 2:
Click Product, and select Search Criteria

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Step 3:
Enter the desired Ticker Symbol and then click Buy

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Step 4:
Fill Timeblocks in Calendar & Activities

Step 5:
Review the Serve Client tab in My Branch - including Portfolio Screener

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