How to list contacts by Investment Product

Follow this tutorial to create a list of contacts by Investment Product. Once you have created this group you can view the listed contacts, send them an email, or perform Group Contact Operations on them.

1. Go to Contacts > Groups > "New Group"

2. Select "Issuer" from the dropdown Menu.

3. Select the issuer, investment type, and the investment product of the contacts you would like to email.

List contacts by product

4. Give the group a name and click save.