NOTE: The CUSIP field in AddVantage report requests accepts either a CUSIP (security) number or a ticker symbol (in Upper Case).You can look up a CUSIP number from the request screen for any AddVantage action that prompts for a CUSIP.
Click the Lookup button located next to the CUSIP text box on the request screen to display the CUSIP Name Lookup box. Alpha Lookup is the only option that is available from this screen. Since the buttons for the other options are shaded, they are not available.
Enter one or more letters in the text box and click OK to display all of the securities with names that begin with the letters you entered. For example, enter GE to display all of the CUSIPs with names that begin with the letters GE. In order to reduce the number of CUSIPs displayed, enter as much of the security name as possible.
Select the CUSIP that you need and either double-click or click OK.
NOTE: The CUSIP field in AddVantage report requests accepts either a CUSIP (security) number or a ticker symbol (in Upper Case).