From the accounts spreadsheet
In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.
In the left-hand column, click Accounts. The Accounts spreadsheet opens.
Select the account by checking the box to the left of the account name.
From the Action menu, point to Reports, point to Analytical, then click Stock Intersection. The Stock Intersection screen opens.
Each underlying stock in the account is listed, ranked by Account Net Assets (%). Click the gray arrow located to the left of the security name to expand the data, and see which account holdings own that stock.
Click 
to view all details.
Click 
to generate and print the PDF report.
If desired, you can save the Stock Intersection PDF. Enter a name in the Report Title box.
Click Save. The Stock Intersection report is saved and stored in the Reports area for the individual account and client, as well as the Reports area for your entire practice.
From within a transactional account
From the Reports menu, point to Analytical Reports, then click Stock Intersection. The Stock Intersection screen opens.
Each underlying stock in the account is listed, ranked by Account Net Assets (%). Click the gray arrow located to the left of the security name to expand the data, and see which account holdings own that stock.
Click to view all details.
Click to generate and print the PDF report.
If desired, you can save the Stock Intersection PDF. Enter a name in the Report Title box.
Click Save. The Stock Intersection report is saved and stored in the Reports area for the individual account and client, as well as the Reports area for your entire practice.
Note: You must have Adobe Acrobat Reader 7.0 or above to view and print these reports.