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Search Securities by Symbol & Name
November 23, 2025
FeatureSecurities
Find securities using either ticker symbol or full asset name
What's new
The securities search now matches on both ticker symbols and asset names. Type "AAPL" or "Apple" - either works. Results appear as you type, making it faster to find the security you need.
Where to find it
- Go to Portal → Securities
- Use the search field at the top of the list
- Type a symbol (e.g., "MSFT") or name (e.g., "Microsoft")
