Cambridge Investment Research

You can customize the shortcut toolbar to display the order of popular Cambridge applications. You can also add shortcuts to your favorite web sites.

To customize the application shortcut menu, perform the following steps:

1. Select the drop-down menu below the application(s) you want to modify and click Unassigned.

Perform this step for each of the application(s) for which you want to change the order.

2. When Unassigned displays on the drop-down menu of the button(s) you want to modify, select the application you want.
3. When you are done assigning the buttons, click SAVE CHANGES.
4. To add a shortcut to a non-Cambridge application such as Redtail, enter the name and web address in the fields as indicated.

The new shortcut appears at the top of this window in addition to your other custom shortcuts.

You can change the button order by repeating steps 1 and 2.

5. You can delete a shortcut by clicking the corresponding Delete button.