Accessing the Book of Business
The first step in accessing any of the portfolio screens is to select an advisor that is associated with the work groups to which you belong. The second step is to select a portfolio view. After these steps are performed, a screen opens up for the selected portfolio view. The following sections detail each available portfolio view.
To access the book of business
1. From the Action ... drop-down list, select Book of Business. The Book of Business screen previously selected as the default in User Preferences and Alerts will automatically be displayed.
2. Select a Book of Business option from the list. The screen for the selected portfolio view appears.
See the following sections for a description of each portfolio view option.