How to view a list of accounts under my org, branch or adviser code
Use the advanced search tool to download org, branch and adviser level reports
To view a list of accounts at Organisation, Branch or Adviser level, navigate to Accounts > Advanced Search > Accounts
Use the righthand menu to filter by one or more of the below data points, then click Search.
- Organisation
- Branch
- Adviser
- 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.