Sub Account Messages

View Sub Account Messages by taking the steps outlined below.

  1. Log into Portal and select the Blue Bell Icon in the top right corner of the Home Page > Select Messages

  2. Select the Sub Account Messages tab.

  • You may filter the messages at the top of the page by Representative, Category, Account, or Date.

  • View the different types of messages on the left hand side. This includes Action Needed, To Advisor, and To Client.

  • All messages are grouped by category.