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.
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In My Branch, select Serve Clients tab, and then Portfolio Screener
Click Product, and select Search Criteria
Enter the desired Ticker Symbol and then click Buy
Fill Timeblocks in Calendar & Activities
Review the Serve Client tab in My Branch - including Portfolio Screener