How to search clients by security/holding

For today's date

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.

For a past date

There is no specific report to search by security for a past date, so you will need to download the full As At report showing all holdings, and then filter by security.

You can do this in TC Wealth > Reporting > Reports > Sponsored Holdings As At > Set the date > Generate CSV.

Once downloaded to Excel, apply a filter and search for the security you need.