Search function to the rescue
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Do you sometimes battle to find the right account, portfolio or security on MyCredo?
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Do not fear, the search function is near.
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Typing a portion of an account name or number, or a security name or identifier in the search field will return results for all items, which contain the search criteria entered.
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The different types of results are indicated with different icons, as shown above, and these results can be filtered by utilising the filter button.
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Right clicking on any of the listed result items will provide further options specific to that item.
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Right clicking on a security
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Right clicking on a portfolio
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Click here to request further training or support.
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MyCredo Support
UK +44 (0)20 7968 8324
SA +27 (0)11 463 6312
mycredo-support@credogroup.com
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