Opening an account

Accounts are accessible from two areas: the Accounts spreadsheet in Portfolio Management and from within a specific client.

To open an account from Accounts area:

1. In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.

2. In the left-hand column, click Accounts. The Accounts area opens to a list of all your saved accounts.

3. Double-click the name of the account you want to open. The account opens to the Holdings Summary.

To open an account from within a specific client:

1. In the left navigation pane, click Client Management. The Client Management tab opens.

2. In the left-hand column, click Clients. The Clients spreadsheet opens.

3. Double-click the name of the client who owns the account.