To add a new product, in the Product Monitor window, click ADD PRODUCT.

Add Product

The system opens the Add Product window with empty fields.

Info: Add Product windows contain the same fields as the Edit Product window.

Enter a Product Name.

Add Product Name

Select the appropriate Product Type from the dropdown.

Select Product Type

Enter values in the CUSIP, Symbol, Fund Name and Description fields.

CUSIP, Symbol, Fund Name and Description fields

On the Provider dropdown, select <Add New>.

Add New Provider

Enter the name of the new Product Provider and click OK.

New Provider Name

note

Note: Fill out other fields if required.

Note: Fill out other fields if required.

Click SAVE.

Save New Product

The new Product Provider (WESTERN LIFE ASSURANCE CO. in the example) now appears on the Product Provider dropdown.

Updated Product Provider List

Browser not supported