Advisor Pending Items

Available in: Advisor Portal

Instructions

You can see pending items from both the Bell icon and the Advisor Pending Items tab on the Dashboard. To do so, follow the steps below.

  1. Click Dashboard in the top left corner and select the Advisor Pending Items tab

    The advisor pending items page in advisor portal.

  2. Press View to complete the pending item.

    You can also see Advisor Pending Items by navigating to the blue Bell icon in the top right corner of the page and selecting Pending Items.

 

Additional Resources