We're looking forward to getting your new Marketwalls setup for you. Below you'll see our process and a few things we need from you to get started. If you have any questions throughout this project don't hesitate to reach out to your Project Manager.
You can request specific data, for example if you are a Canadian school and would prefer Canadian bonds to US Treasuries we can add them. We will do our best to meet your request but there is some data we don’t have access too.
If you’d like us to add the holdings of your student managed fund to the template when we build it we’ll need an Excel or Google spreadsheet that includes the name and symbol of all your holdings.
You'll be able to add and remove symbols to
You won't be able to add or remove symbols to