CRM/Portal components

The table lists the CRM/Portal components and the User Access Rights required to enable and access them.

Home Menu

Component	UAR	Account Access
Dashboard - AUM Chart	Activity Statement or PortfolioAnalyst	Client account access required
Dashboard - AUM Chart - Master Acct Balance	Activity Statement or PortfolioAnalyst	Master Account access required
Dashboard: Pending Items/Recent Activity	Account Information or Funding Authorizer	Client account access required except for authorizing a withdrawal
Dashboard: Notifications	Account Information	Client account access required
Dashboard: Task/Workflows for prospects	CRM
Dashboard: Task/Workflows for Clients	CRM and Account Information	Client account access required
Dashboard: Documents for prospect	CRM
Dashboard: Documents for clients	CRM and Account Information	Client account access required
Dashboard: Notes for Prospects	CRM
Dashboard: Notes for Clients	CRM and Account Information	Client account access required
Dashboard: Dashboard Calendar/Events for prospects	CRM
Dashboard: Dashboard Calendar/Events for clients	CRM and Account Information	Client account access required
Dashboard: New Client Application	Add Accounts
Record Level: New Client Application	Add Accounts
Contacts: Prospects	CRM
Contacts: Clients	CRM and Account Information	Client account access required
Fee Administration	Client Fee Setup and/or Advisor Invoicing	Client account access required
Tools: Risk Scores	Risk Scores	Client account access required
Tools: Goal Tracker	Goal Tracker	Client account access required
Tools: Client Data Queries	Client Data Queries	Client account access required
Tools: Account Data Queries	Account Data Queries	Client account access required
Tools: ESG Impact	ESG Impact Preferences	Client account access required
Tools: RMD Calculator	RMD Calculator
Groups: Prospects	CRM
Groups: Clients	CRM and Account Information or Activity Statement/PortfolioAnalyst	Client account access required
Groups: Household	CRM, Account Information and Household	Client account access required
Transaction History	Transaction History	Client account access required
Calendar	CRM
Email	CRM
Export: Contact Summary to CSV	CRM and Account Information	Client account access required
Export: Contact Application Tasks to Excel	Account Information	Client account access required
Export: Client Data to Excel	Account Information	Client account access required
Home - Groups	Link Existing Accounts	Link Clients icon on the upper right corner (next to "+")

Trade

Component	UAR	Account Access
Trade - Post Trade Allocations	Post Trade Allocations

Transfer & Pay

Component	UAR	Account Access
Transaction Status & History	Transaction History
Transfer Funds-Deposit	Deposits
Transfer Funds- Withdrawals	Withdrawals
Internal Fund Transfers	Internal Fund Transfers
Create Recurring Fund Transfer	Recurring Transactions + Deposit/Withdrawal
Inbound Position Transfer	Deposits + Position Transfers
Outbound Position Transfer	Withdrawal + Position Transfers
Internal Positions Transfer	Internal Fund Transfers + Position Transfers
Saved Information	Bank Information/Recurring Transactions

Performance & Report

Component	UAR	Account Access
PortfolioAnalyst- Overview	PortfolioAnalyst
PortfolioAnalyst- Default/Custom Report	PortfolioAnalyst
PortfolioAnalyst- Synopses	PortfolioAnalyst
PortfolioAnalyst- Reports Delivery	PortfolioAnalyst + Delivery Settings For All Reports
PortfolioAnalyst- Client Report Bulk Delivery	PortfolioAnalyst + Delivery Settings For All Reports
PortfolioAnalyst- Portfolio Checkup	PortfolioAnalyst
PortfolioAnalyst- Concentration	PortfolioAnalyst
PortfolioAnalyst- ESG	PortfolioAnalyst
PortfolioAnalyst- External Accounts	PortfolioAnalyst/
PortfolioAnalyst- Planning	PortfolioAnalyst
PortfolioAnalyst- Education Center	PortfolioAnalyst
PortfolioAnalyst- Configuration	PortfolioAnalyst
Statements- Default Statements	Activity Statements
Statements- Trade Confirmation	Trade Confirmation Reports
Statements-Mailed Quarterly Statement	Mailed Quarterly Statement
Statements- Custom Statements	Activity Statements
Statements- Statements Delivery	Activity Statements + Delivery Settings For All Reports
Statements- Client Statements Delivery	Activity Statements + Delivery Settings For All Reports
Statements- Third Party Download	Activity Download
Flex Queries - Activity Flex Query	Activity Flex Queries
Flex Queries - Trade Confirmation Flex Query	Trade Confirmation Flex Queries
Flex Queries - Activity Flex Queries Delivery	Activity Flex Queries + Delivery Settings For All Reports
Flex Queries - Trade Confirmation Queries Delivery	Trade Confirmation Reports + Delivery Settings For All Reports
Advisor Reports- Client Summary Compliance Income Report P/L Markup Questionnaire History RiskScore History	Advisor Broker Summaries
Advisor Reports- Fee Cap	Advisor Fee Capabilities
Other Reports - Margin	Margin Reports
Other Reports - Stress Test	Stress Test Reports
Other Reports - Value At Risk	Value At Risk Report
Other Reports - Transaction Cost Analysis	Transaction Cost Analysis
Other Reports - Account Confirmation Letter	Activity Statements
Other Reports - Tax Lot Holding Period Change	Activity Statements
Tax Documents -Cost Basis	Position Transfer Basis
Tax Documents - Tax Optimizer	Tax Optimizer
Tax Documents - Tax Forms	Tax Forms
Account Settings - Account Reporting Flex Web Service Third-party Services Data Feeds Trader ID FTP PGP Key	Flex Web Service

Settings

Component	UAR	Account Access
User Settings - SMS Address Alert Notification	Alerts
User Settings - SMS Alert	Alerts +SMS Alerts
User Settings - IP Restrictions	IP Restrictions
User Settings - Market Data Subscriptions Research Subscriptions	Market Data
User Settings - Read-Only Access
User Settings - Market Data Subscriptions - Market Data Subscriber Status	Market Data + Subscriber Status
Account Settings -FYI Notification	IB FYI
Account Settings - Paper Trading Account	Paper Trading
User Settings > Read-Only Access	TWS
Home - Contacts - Trading Limit	Client Trading Limit + Account Information
Account Settings - Trading Restrictions	Trading Restrictions
Account Settings - Professional Advisor Qualification	Advisor Qualifications
Account Settings - Broker Declaration	Broker Declaration
Settings - Account Settings User Settings	Account Details	Enable Account Settings
Account Settings - Account Alias	Account Alias
Account Settings - Base Currency	Base Currency
Account Settings - Close Account	Close Account
Account Settings - IBKR Pricing Plan	Pricing Structure
Account Settings - Audit Trail	Audit Trail
Account Settings - Soft Dollars	Soft Dollars
Account Settings - Investors' Marketplace Find Service Advertise Service	Investors' Marketplace Investors' Marketplace - Investment Access
Account Settings - Profile Information	Profile
Account Settings - Update Tax Forms	Tax Forms	Path: Account Settings > Profile Inofmration > Click i icon > click Update Tax button
Account Settings - Financial Information	Financial Information
Account Settings - Trading Permissions	Trading Permissions
Account Settings - Section 13	Compliance Officer
Account Settings - Client Account Templates	Client Configuration Templates
Account Settings - White Branding	White Branding Configuration
Account Settings - Money Manager Administration	Subscribe To Money Manager

Others

Component	UAR	Account Access
N/A	CAM	login access to CAM webapp
Pending Items - New Client Account Request	Accept Linkage Requests