Alerts
Frequently Asked Questions
- Alert Basics
- What are Alerts?
- How do I set up my Alerts for the first time?
- What is the Delivery Method tab?
- What are Groups?
- Where do I find Today's Alerts?
- Who can signup for Alerts?
- Where do I find my Alert History?
- How many Alerts can I add?
- How many news or research headlines are sent on each Alert?
- Editing and Deleting Alerts
- How do I change my Stock, Index or Account Alert settings?
- How do I delete an Alert?
- How do I turn off Alerts without losing my settings?
- How do I change where I am receiving the Alerts?
- Troubleshooting
- Why am I not receiving any Alerts?
- Why did my Alerts suddenly stop arriving?
- Common delivery problems
Q: What are Alerts?
A: Alerts is a personalized service that notifies you of relevant content chosen by you. You can even set up your alerts to receive them at multiple e-mail addresses and/or cell phones (see Group definition). You need to have an account and be activated for the web site to sign up for the Alerts service. Currently, there are six types of alerts you can receive:
- Stock Alerts — Receive price alerts on the stocks you own or follow. (Prices are 20 minute delayed.)
- News Alerts — Receive notification of news associated with a stock of your choice.
- Research Alerts — Receive notification of research associated with a stock of your choice.
- Research Changes Alerts — Receive notification of research changes associated with a stock of your choice.
- Account Alerts — Get end-of-day position alerts and receive alerts on your daily trading activity status.
- Publication Alerts — Select from a list of publications and receive notification when the most recent report is available.
Q: How do I set up my Alerts for the first time?
A: To set up Alerts for the first time, follow these three steps:1. Go to the Delivery Method tab. Under Add a New Delivery Method, select your options to add the e-mail or cell phone where you would like to have your alerts sent. Next, your alerts must belong to a Group of alerts. Setting up a Group enables you to classify your addresses that you access most often into one group. (If you would like to set up a second or third group for other addresses, you may do so by repeating this step.) Select the Group you want your delivery method to belong to. Notice that you may decide to send specific alerts to certain groups. For example, Group 1 may include all of your e-mail addresses, whereas Group 2 may include your partner's e-mail addresses.3. Finally, go to the Stock, Index, Publications or Account tabs and add an Alert by entering settings requested. This includes selecting the Group (already set up in Step Two) in which you want the Alert to be received.
Q: What is the Delivery Method tab?
A: On the Delivery Method tab you can enter the way in which you want to receive your alerts, such as e-mail or cell phone. You may enter multiple e-mail addresses and cell phone numbers. Each e-mail or cell phone will be associated with a specific Group. For example, you enter a Stock or Index setting for an alert you will have to select the Group your alert will be sent to.
Q: What are Groups?
A: A Group enables you to set up additional addresses where you want to receive your set of alerts. Please note, if you will be using only one address, you will need to set up a Group containing the single address. You are able to set up a maximum of three groups. A Group gives you flexibility in sending alerts by allowing you to:1. Receive an alert in multiple e-mail addresses and/or cell phones. For example, you may want to set up a Group with the addresses you access most often in order to receive the alerts that are most useful to you.2. Classify where you want to receive specific alerts. For example, if you share an account, you can set up a Group with the respective addresses for the account holders.
Q: Where do I find Today's Alerts?
A: You can find a list of the alerts sent to you on any given business day on the Today's Alerts tab.
Q: Who can signup for Alerts?
A: Alerts are available for all clients who have activated their accounts online. For more information on how to activate your account click here.
Q: Where do I find my Alert History?
A: You can find a list of the alerts sent to you on the Today's Alerts tab as well as in the History sub-tab within Stock, Index and Account tabs.
Q: How many Alerts can I add?
A: You can add a total of 50 ticker symbols. You can have various alerts including news, research, etc. on each symbol, up to 250.
Q: How many news or research headlines are sent on each Alert?
A: Available news and research headlines will be sent every 30 minutes. The number of actual headlines you receive on each alert will depend on the number of news stories on that particular stock or research received during that period.
Q: How do I change my Stock, Index, Publications or Account Alert settings?
A: Go to the Stock, Index, Publications or Account tab and click the Edit button of the alert you want to modify. If you're modifying all your alerts, click the Edit All button. Select criteria to edit your alert. Click Save button.
Q: How do I delete an Alert?
A: Go to the Stock, Index, Publications or Account tab and select the Alert(s) you want to delete. Click Delete button if you are deleting one alert. Click Delete Selected if you are deleting more than one alert.
Q: How do I turn off Alerts without losing my settings?
A: The Vacation Mode feature allows you to turn off your alerts without losing your settings. You can activate the Vacation Mode by clicking on the Delivery Method tab and click on the Vacation button.
Q: How do I change where I receive my Alerts?
A: You can change where you receive alerts in one of two ways.1. Click on the Edit button for the alert you want to change. Select the appropriate Group that contains the address where you now want to receive the alert. Click Save. To change an address within a Group, click on the Delivery Method tab and select the Group you want your address to be changed to.
Q: Why am I not receiving any alerts?
A: You may not be receiving alerts if:
- No relevant matches were found to the criteria you set. You will only receive alerts when an item matches your settings. Check to determine if your alert setting is too restrictive. Please check your specifications and whether there were any items that you would have wanted to be alerted to.
- The e-mail address or cell phone number you provided isn't current. We may be sending your alerts to an old e-mail address or cell phone number. Please check your account information within the Delivery Method tab to confirm your e-mail address or cell phone number.
If you have checked your alerts setup and don't believe that any of these reasons explain why you have not been receiving Alerts, please contact the Client Service Center at 1-800-221-3636.
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Q: Why did my alerts suddenly stop arriving?
A: You may not be receiving alerts if:
- Your alerts are in vacation mode or have been deleted.
- We are having difficulties sending e-mail to the address you provided.
- If the alerts are active and there are no error messages, then perhaps nothing new has matched the criteria set by you.
If you have checked your alerts set up and don't believe that any of the above reasons explain why you have not been receiving Alerts, please contact the Client Service Center at 1-800-221-3636.
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Q: Common delivery problems
A: Sometimes e-mail messages are not successfully delivered, which result in the e-mail being returned. Here are some common reasons why e-mails bounce back:
- The address you supplied is not valid. To check the e-mail address we have on file for you in Alerts, go to the Delivery Method tab and make any appropriate changes.
- The e-mail address we are sending to has reached its storage quota. If you use web-based e-mail services, make sure your inbox is not full. If it's full, we will not be able to send you e-mail.
Go to Alerts
For more information, please contact your Financial Advisor.