Advisor Pending Items
Advisors can now see pending items from both the Bell Icon as well as the new Advisor Pending Items tab on the Dashboard. To do so, please take the steps outlined below.
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Click Menu in the top left corner > Home > Advisor Pending Items tab
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Press View to complete the pending item.
You may also see Advisor Pending Items by navigating to the blue bell icon in the top right corner of the page and selecting Pending Items.