Analyze Certificate Portfolio

Screen ID:	IGLBGT12-02
Screen Title:	Selection
Panel ID:	5846
Tool Number:	591
		Click here to magnify

This screen appears after selecting an option on the initial selection window.

This tool gives a quick a snapshot of your entire portfolio of certificate accounts, including IRA CDs.  This tool is the easiest and best way to get a picture of your rates across member certificates. 

Click any column heading to sort the list by any column (click again to toggle between ascending and descending order). Use the button in the # Members column to export this specific group of members so that you can communicate with them via Member Connect. Use the button in the # Members column to see Common Bonds analyses for these specific members.

Use Export Full List to create a file containing all of the products currently displayed in the dashboard, for use with Query or to download to your PC for other purposes.