How to use the advanced search tools
Overview – provides the ability to conduct bulk searches across adviser code(s), branch, stock etc. All results can be exported to CSV via the Download button
- Accounts – generates a list of all client accounts linked to the selected adviser code(s) and/or branch code(s)
- Holdings – a list of all clients holding a particular stock or a particular number of units
- Cnotes – a list of confirmation notes across specified date range, stock, buy/sell, adviser code and/or branch
- Orders – a list of all orders across specified date range, stock, buy/sell, adviser code and/or branch.