Can I add investments purchased outside of RateService to my online portfolio?
You absolutely can add investments purchased outside of RateService to your online portfolio. Because of our ability to filter already owned CDs from your listings, we strongly encourage you to enter your other CD holdings into the RateService system. As a matter of fact if you would like us to enter your CD portfolio for you, just email or fax us at (631)614-7944 a report including at least the banks name, city, state, and maturity date and we will be glad to enter the information for you. Additionally, many of our members use the RateService online portfolio system to track their entire fixed income portfolios. So, we have made it easy to enter non-CD items as well.
