R-Desktop : Working with Accounts : Setting Up Advisor Options
Setting Up Advisor Options
This feature allows operators to modify the servicing advisor, add/modify commissionable advis ors, as required, and to allocate commission split percentages.
To set up advisor options 
1. Follow the procedure Viewing Account Information.
2. Select Advisors from the More... list. The Advisor Summary screen appears.
3. Click any of the following Action buttons as described in the following table:
Button
Description
Add
Opens the Advisor Details screen where a new advisor can be added.
Edit
If the role of the existing advisor is an active Commissionable Advisor, then the edit button will be visible and enabled. Opens the Advisor Details screen for editing.
View
If the role of the existing advisor is not an active Commissionable Advisor, then the View button is visible. Opens the Advisor Details screen for editing.
Advisor Details screen
This screen is accessed by clicking the Add, Edit or View buttons on the Advisor Summary screen, as described in the previous section.
User input fields are the only ones listed in the table.
Item
Type
Description
Advisor
text
When adding an advisor, click Find to search for and select an advisor.
Role
drop-down list
Advisor's role in the account.
Status
drop-down list
Status of the advisor's role in the account.
Commission
percentage
Commission split for a commissionable advisor. Values are to be entered in decimal format, but will be displayed in percentage format with two decimals unless the value is zero.
Example:
Input 100 = 100% display; .5 = 0.5%; 15 = 15%; 0 = 0%; 25.56 = 26.56%
Save
button
Click to save a new advisor.
Update
button
Click to save changes made to an existing advisor.