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. You can learn more about using each of those tabs by reviewing the sections below. To access the Account Monitor, click Reporting (1) > Account Monitor (2).