Skip to content
  • There are no suggestions because the search field is empty.

Searching for Closed Accounts numbers

How to retrieve Closed Account numbers using Advanced Search function

Please see steps below: 

Step 1 — Open Advanced Search
In TC Wealth, navigate to Advanced Search from the main menu.

Step 2 — Select your search filter
Search by either Organisation, Branch, or Adviser depending on the scope of accounts you need to review.

Step 3 — Enable inactive accounts
Tick the Include Inactive Accounts checkbox to ensure closed accounts are included in the results. This must be checked before running your search.

Step 4 — Run the search
Click Search to generate the results based on your selected filter.

Step 5 — Download the results
Click the Download button in the top right corner. A CSV file will be generated and downloaded to your device.

Step 6 — Filter for closed accounts in the CSV
Open the CSV file and filter the Inactive column. Accounts displaying Yes in this column are the closed accounts you are looking for.

Need to access contract notes or statements from a closed account?

If you require contract notes or historical statements from a closed account, please contact our Account Services team at accountservices@finclear.com.au. When reaching out, please include the exact closed account number(s) retrieved from the downloaded CSV file and the team will be happy to assist.