A Dashboard page is a fully customizable portal page. Within the Dashboard tab, in addition to your home page, you can create up to five additional dashboard pages to assist with your daily job duties. You can customize the portlets displayed on the page, as well as the ordering and layout of those sections.

Content placed on a dashboard can be created from a rich selection of portlets that include:

• Balances - Net Worth, Account Brief, Securities Lending
• Cash/Trade Management - Cash Projection, Trade Status, Corporate Actions
• Reports & Communication - Inbox, Reports (Saved Reports, Recently Run Reports)

• Risk & Analytics - IRAS Dashboard, Market Risk Monitor, Securities Exposure, Private Outlook, ComplianceRADAR

• News & Markets - Watchlist, News Search, Market Movers, Market News, Market Summary, Currencies

To add a Dashboard page:

1. Click the Dashboard Tab. The Dashboard home page opens.
2. Click on the Add Page drop-down.
3. In the Add Page window that opens, type a name for the new page, then click Save.

Adding content to a Dashboard page:

1. Click Add Content in the upper right-hand corner of the Dashboard page.  The Add Content menu that pops up will display available content by category.
2. Click the Add button for the window of content (“portlet”) you would like to add.  You may add several portlets at one time.  Hover over the magnifying glass to expand the view and preview the content prior to selecting.
3. Click the Close Content button and your new portlet will be displayed.

Deleting content from a Dashboard page:

1. Click the X in the upper right hand corner of the portlet you wish to delete.
2. Confirm your deletion by clicking on Remove Portlet.

Repositioning Portlets:

1. Within the dashboard home page, identify the portlet you would like to move and position.
2. The mouse over the drag and drop indicator, click and hold.
3. Drag the selection up or down to its new position and release.

Deleting or Renaming a Dashboard Page:

1. Click the down arrow   to the right of the name on the dashboard page you want to delete or rename.
2. To rename the page, highlight the text you want to change, enter the new text and click Save.
3. To delete the page, click the Delete Page checkbox and click Save.

Navigating Between Dashboard Pages:

1. Click the Dashboard tab in the top banner.
2. Select the page you wish to display.