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Client Account Details

As an Advisor, you can view the details of any of your client accounts in from the Dashboard in Account Management. Access account details for any open, pending, closed or rejected client account by clicking Manage Clients > Dashboard, and then clicking any client account on any tabbed page in the Dashboard.

On the Client Account Details page, you can:

• Drill down to account details for any client account.
• View pending items for a client account.
• Edit account alias, advisor fees, and other settings for a client account.
• Run activity statements and PortfolioAnalyst reports for a client account.
• Print client account details.
• Delete an application for a pending client account.
• Generate a PDF version of the client account application.
• View all registration tasks for a client account.

Quickly return to the main Dashboard page by clicking your master Account ID in the breadcrumb link located in the middle of the top of the page.