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How to Create CDs with Custom Securities

 

 

How to Create a CD:

  1. Hover over Tools and select Custom Securities
  2. Select Upload Data
  3. Select Download our template
  4. Fill out the template with 2 dates using the return of the CD
  5. Select Advanced Settings
  6. Select Fixed in the the Continuation section
  7. Enter the annualized return of the CD in the text box
  8. Select Save at the top right