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GlobeAdvisor FAQ

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  1. How can I get help on all aspects of GlobeAdvisor?
  2. How can I become a GlobeAdvisor?
  3. How can I edit my personal information?
  4. How can I set up a new client?
  5. How can I edit my clients' personal information?
  6. How can I set up portfolios for my clients?
  7. How can I create a retirement, tuition or asset allocation plan for a client?
  8. How can I create a presentation for my client?
  9. How can I select funds or stocks based on company, performance or any other criteria I set?
  10. How can I track the performance of funds or stocks?
  11. How can I create performance charts comparing stocks, funds and indexes?
  12. I can't seem to create a Stocklist, or I have lost it.
  13. My long-term chart is displaying incorrect values.