For a snapshot overview of your client's account, first search for the account in the top righthand search bar, then navigate to Accounts > Account View > Overview.
Here you will be able to view a wide range of data including:
- HIN
- Contract note email(s)
- Adviser name
- Default brokerage
- Addresses
- Account opened date
- Portfolio allocation pie chart
For further information, click "Details"in the menu bar, to see:
- Settlement bank account
- Dividend bank account
- Demographics / Tags
