How to use the dashboard

You can add any of the below widgets to your TC Wealth dashboard, to give you a quick snapshot of your client data. 

• Top Clients by Fees - top client accounts by total brokerage
• Top Clients by Cash  - top client accounts by CMT balance
• Top Cash Movements for Today -top accounts by cash movements within CMT
• Chart - customisable graph to compare various stocks’ performance across a given time frame (1 month, 3 months, 1 year etc)
• Watchlist - customisable table displaying daily price movements of indices or stocks
• Open Orders - all unfilled & partially filled orders in the specified date range
• Expired and Expiring Orders - outstanding orders that have been cancelled or due to be cancelled within the specified date range
• Confirmation Notes - all confirmation notes within a specified date range
• Payments (Unpaid Buyers) -list of client accounts with an outstanding debit ledger balance.
• Outstanding Sells - list of client accounts with an outstanding credit ledger balance