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Saved Searches Dashboard Widget
The Saved Searches widget is a customizable list of saved searches and their results that you can change to fit your needs. It allows you to see the results of any commonly used saved searches, as well as set direct links for each of those searches.
You can filter the numbers you see in the Saved Searches widget using the available account set filter. Selecting an account set in the Select an account set list filters your results to only show accounts within that account set.
You can view the underlying accounts immediately without having to navigate away from the Dashboard. To view these accounts, click the 
icon. This opens a dialog box showing the accounts associated with that saved search.
You can customize the information you see on the Saved Searches widget in the following ways.
To add a saved search and its result to the Saved Search widget, follow these steps:
Click Dashboard.
Click 
to open settings for the Saved Searches widget.
Add or remove a saved search:
To add a saved search, select the saved search you'd like to add in the Select a Saved Search list and click Add.
To remove a saved search, click 
next to the search you'd like to remove.
Click Save.
To change the order of your saved searches, follow these steps:
Click Dashboard.
Click to open settings for the Saved Searches widget.
Click and drag on the search name to rearrange the saved searches in your preferred order.
Click Save.
You can set links within your saved searches, and these links can be set to go to the page in Advisor Rebalancing that you specify. To set custom page links, follow these steps:
Click Dashboard.
Click to open settings for the Saved Searches widget.
Click the name of any existing page link, or (None) if no link has been set, under the Page Link column.
Choose the appropriate page within the list.
Click Save.
