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Mercedes Rothwell

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Date

Change

January 2025

Initial Version

Overview

Account Monitor

is a commonly used tool that

allows users to search for accounts and display detailed account information. Accounts track assets, and when the balances are summed, they inform users of the total assets under management for the requested monitoring scope. End users are producers who wish to view the accounts they manage, as well as Back Office users in compliance and administration who need to see the accounts managed by the financial organization. Account information, including the account owners, representatives covering the account, positions within the account, and other descriptive details, can be maintained in the account detail window.

Each account has a set of properties

that are

defined when creating a new account and stored in the database. You can view this type of information by opening the Account Monitor. This monitor has three tabs. Reviewing the sections below, you can learn more about using each

of those tabs

tab. To access the Account Monitor, click Reporting (1) > Account Monitor (2).

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Account Monitor has three tabs:

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Audience: Compliance Teams, Admins, Producers

Info

Functionality: The Account Monitor allows users to search for accounts and display detailed account information.

Filter by label (Content by label)
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