How to search for a client?

Requirements:

• Access to the client platform.
• Last Name and Account Number

 

Instructions

1. In the Main Menu, navigate to ‘Clients’
   
2. You can see these options under 'Clients'.
3. Search for the account by inputting the last name on the 'Search' textbox on the upper right corner.
4. Result will be present with these fields that include Full Name, Email address, Advisor, Accounts. Click on the full name to access the account.
5. In cases where the result shows more than one account, verify that you are working on the right account by validating the account number as seen under 'Investment Accounts' section. See the screenshot below: