Adding Search Keywords to a Profile

You can set up and attach keywords to a profile to associate a variety of identifying information with the profile. Keywords can include the search name, abbreviations, tax numbers, corporate ID numbers, ticker symbols, and so on. The keywords attached to a profile help to narrow the results when searching for profiles. To add search keywords to a profile:

1. Locate and open a profile.
2. In the Profile Overview panel, under the Profile column, click Keyword. You may need to select Show All to expand all options.
3. Click New.
4. Enter a Keyword Type and Keyword, and then click Save.