How to Resolve Alerts

How to Add Notes to Investigated Alerts

Account Alerts

Account alerts are processed at the end of each month. Adding notes to these alerts can greatly minimize the time spent researching recurring issues. To access these notes, select the Alert Notes column using the Column Selector.

Trade Alerts

The procedure for adding notes for trade alerts is slightly different. The system displays Account alert notes in the Alert Notes column, but Trade Alert Notes are displayed in the Trade Approval Notes column.

How to Evaluate Alerts

Evaluating alerts involves running or generating them. This process can be carried out either manually or configured to occur automatically on a schedule. To view all available alerts, click on Filter. The example below demonstrates how to evaluate Account Value Change alerts.