Home

Instructions

The Home Page provides a single point of access to quickly and easily manage client information and many components of each account.

  1. Click Dashboard in the top left corner.

    The dashboard menu in portal.

Click Dashboard in the top left corner.

The advisor portal home page.

This includes:

  • Advisor Pending Items: Advisors may now view a list of pending items from both the home page and the bell icon.

  • Client Pending Items: A list of records that you can sort and search.
  • Recent Activity Tab: All recent funding and account application activity during the past five days in all client and fund accounts.
  • Add Account: Invitations to clients to complete account applications either electronically or semi-electronically.
  • Add a Trading Partition: create sub accounts for authorized traders.
  • Add/Edit Widgets: Allows users to hide, relocate and customize the panel on the homepage.
  • Top Ten Performers: Displays ten clients ranked by their year-to-date (YTD) performance.
  • Notifications: Information on upcoming corporation actions related to positions held in each account.
  • Assets Under Management: The consolidated NAV and YTD return of your AUM.
  • Master Account Balance: The total balance in your master account.
  • Margin Requirements - Shows you the current margin requirements for your account.
  • Calendar: A mini-calendar for scheduling and reviewing upcoming events.
  • Workflows: A simple way to assign tasks and monitor the workflows.
  • Notes: Create, view, edit or delete notes for your contacts.
  • Documents: Upload, view, or delete documents.

 

Additional Resources