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Dashboard

The Dashboard lets you quickly and easily access information about your clients from a single point of access as well as manage many aspects of each client account.

Brokers can view information about all of their clients:

• View a list of all client accounts.
• Search for and sort client accounts by account title, account type, account number, username or account alias.
• Filter all client accounts by account status.
• If you have multiple pages of accounts, you can quickly jump to any page.
• View recent activity for the past five days for all client accounts.
• View the user responsible for deleted applications in the Approvals column.
• Download a list of outstanding registration tasks for all pending client accounts to Microsoft Excel.
• Upload documents for pending client applications.
• Download information about all client accounts to Microsoft Excel.

and can view and manage individual client account details:

• Click any client account to drill down to the account details, balances, positions and transaction history for that client.
• View pending items.
• View customer service messages and corporate actions.
• Perform account management tasks, including:
• Edit account alias, broker fees, and other settings;
• Run activity statements and PortfolioAnalyst reports;
• Print account details;
• Generate a PDF version of the account application;
• View all registration tasks.