Navigation

Navigation Banner
The top navigation banner features several menu items to help with the basic functionality of the site:

• Tour will launch the tutorial you're viewing now, in case you need to refresh your memory about any of the features or functions.
  
  
• Help will launch the Help file document, where you can find answers to some of the more commonly asked questions about the site.
  
  
• Disclaimer contains legal information, and was prepared in conjunction with your Broker/Dealer's compliance department.
  
  
• Contact Us contains the support number and e-mail address. For any additional information, please contact your financial advisor. You can lookup your financial advisor's information at the report header.
  
• Security contains the privacy and security message that you need to know.

Left Navigation Bar

Also known as "Control Center", the left navigation bar may contain the following items:

• Reports allows you to generate various financial standard reports.
  
  
• My Info displays all of your contact info, which you can edit or update as needed.
  
  
• Portfolio List displays portfolio list, core, manual, balance only, or external account list.
  
  
• New Portfolio is where you create new portfolios or "household" groupings of clients and/or accounts.
  
  
• Log Out allows you to safely logout from the system.