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Click on the New Icon to add a new Investor; the top Icon to the left of Bob Jordan.

The second icon, the duplicate icon enables the user to duplicate an existing account.

• The best way to modify an existing investor account to test various modification possibilities is to make a copy of an existing account @ the Main Menu by highlighting an account and then by clicking on the Duplicate Icon.

The third icon, the trash can is used to delete and existing account; simply highlight and click on the Trash Icon.

A new analysis will open.