ClientView/ClientLink
This icon allows me to household a client in ClientView
What is pencil icon
The Client Meeting Preparation Report can be used for a client meeting. True or False
What is False
What is True
Who do you contact for one on one business application training?
What is Business Application Specialist, VBAS, or BASS Support Desk (for immediate help)
What colour folder represents a household portfolio in ClientLink?
What is the brown/yellow folder
Related parties are eligible for eDelivery (FlexPak)
What is NO.
Related Parties, such as Powers of Attorney, Trustees, and Signing Officers, will not be able to receive FlexPak reports via eDelivery at this time.
How many days do transactions in BTS go back for?
What is 45 days
What report in DocuNet will show me my flagged book costs?
What section in CL allows me to modify a portfolio name in ClientLink.
What is financial summary > profile
How many months do clients have to login into their WM Online to avoid Flexpaks being reverted to paper?
What is the I icon to the left of the account # > account details > DRIP Reinvest Status
What system do I use to activate my client's WM Online?
What is OTIS
What column in ClientLink indicates whether an account has been householded?
What is parent portfolios
What new section in FP reports Asset Allocation, Total Market Value and Time Weighted Rate of Return data on the discretionary assets held within a larger, mixed portfolio.
What is Overview Of Your Discretionary Portfolio (FIXED)
How to correct a same day trading error for a completely filled transaction
What is BUST in Tradelink
TradeLink > Order Status > Account View or IA Code View > Click + > Verify the order information under Summary Tab, Click BUST
Which country consumes the most chocolate per capita?
What is Switzerland