How to search clients by security/holding
Use the advanced search tool to search clients by security
To search clients by security, navigate to Accounts > Advanced Search > Holdings
Use the righthand menu to filter by one or more of the below data points, then click Search.
- Security
- Exchange
- Organisation
- Branch
- Adviser
- Units
- Minimum cash available (Min CMT)
To send an email to all clients in the list, click "Email Clipboard" and then "Copy All" and paste the list of email addresses to your email provider.
To download as a CSV report click "Download".
Note, even where there are too many results to view in the TC screen, the download will include all results.