This feature is used to view upcoming even information. Links are provided to view details about the event and to display security master information. Also displayed are account details for a specific event.
If an event does not impact any accounts that an operator has access to based on workgroup access, then that event will not be displayed for the operator. Only events with at least one account that will be impacted will be displayed for the operator. For unsettled events, the list of affected accounts will be used for this validation. For upcoming events, an account must be open and the security that the event is referencing must have a positive value.
1. Select Upcoming Events from the Action drop-down list. The Upcoming Events screen appears.
2. To display equity, fixed income or term events, click the appropriate check boxes.
3. Enter a date range.
4. From the All Advisors list, select All Advisors to display all advisors, or click Find to search for and select a specific one.
5. To perform an advanced search, click the Advanced Search button. See the next section for details.
6. After parameters have been set, click Search. Events matching search criteria are displayed.
7. Click the Event Type hyperlink to display the event dialog for the selected event type.
8. Click the Code/Symbol hyperlink to display the code or symbol of the security.
9. To open the Event Account Detail dialog, click the
Account Detail button for any event in the table. For more information, see
Event Account Detail.