Searching for an Account

To search for an account

1. Click

. The Account Search screen appears.

2. Use any of the search filters, such as last name, account name or advisors.

3. After search criteria has been entered, click

. Search results are displayed.

Note:

Partial entries can be made in the Account Name field. However, the exact account number must be entered in the Account Number field.

Account Search Results Action List

The following are the account specific actions that can be performed from the Account Search Results screen.

Action	Description
View account.	Click the link in the Account column. The Account Overview screen appears.
Enter an order.	Click in the Action column for the desired account.
Print portfolio.	Click in the Action column for the desired account. For more information, see Print Portfolio Details tab.
View account notes.	Click in the Action column for the desired account.
Print the list.	Click .
Send an email.	Click the check box for the desired client, then click .

4. To view account information for any of the accounts displayed, click the link in the Account column. The Account Overview screen appears.