Search function to the rescue

Do you sometimes battle to find the right account, portfolio or security on MyCredo?
Do not fear, the search function is near.
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.
Search Bar
The different types of results are indicated with different icons, as shown above, and these results can be filtered by utilising the filter button.
Right clicking on any of the listed result items will provide further options specific to that item.
Security Search
Right clicking on a security
Account Search
Right clicking on a portfolio
Click here to request further training or support.
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