--- title: Business Portal - Customer's Panel Basics description: Help Center --- [Skip to content](https://support.aetrust.com/business-portal-customers-panel-basics#main-content) English Show submenu for translations [More support](https://support.aetrust.com/kb-tickets/new?hsLang=en) [Customer portal](https://cs.aetrust.com/tickets-view?hsLang=en) [![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg)](https://support.aetrust.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.aetrust.com/kb-tickets/new) - [Customer portal](https://cs.aetrust.com/tickets-view) - [Contact us](https://aetrust.com/contact) [Contact us](https://aetrust.com/contact) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.aetrust.com/?hsLang=en) 2. [Business Portal](https://support.aetrust.com/business-portal?hsLang=en) 3. [Getting started](https://support.aetrust.com/business-portal?hsLang=en#getting-started) # Business Portal - Customer's Panel Basics The Customer's Panel allows you to select a number of accounts and review their activity by clicking on any subtabs. Here you are review recent transactions, assets, vendors, investments, documents investments, notifications, and Transfers.   *The Customer's tab has a lot of functionality built in. If you feel overwhelmed, schedule some time with our team by sending us a message at: [success@aetrust.com](mailto:success@aetrust.com)* ![](https://support.aetrust.com/hc/article_attachments/360079533732/Screen_Shot_2020-12-14_at_3.47.38_PM.png)   Here is video:     [Go to Customer's Panel](https://business.aetrust.com/customers/accounts)   ### Overview In the Customer's Panel you will always see 6 parts: 1. [Search bar](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHPSW1F8FJ2TCJ5TAE45WWF) 2. [Selection summary blocks](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHPT17ZQCHATGMSBVT98HZ3) 3. Subtabs 4. Subtab filters 5. Information table 6. Actions ![](https://support.aetrust.com/hubfs/Knowledge%20Base%20Import/Colored_Customers_Tab.png)     ### Search Bar The search bar allows you to search for a single client or multiple clients at a time by name or by account number. ![](https://support.aetrust.com/hubfs/Knowledge%20Base%20Import/Screen_Shot_2020-12-14_at_4.21.44_PM.png) *By default all your client accounts are selected, it is only after the first search that the results become specific to the accounts you have selected.* If you would like to deselect all the accounts at once, you can click the clear button.     ### Selection Summary Blocks These blocks at the top of your screen show you information regarding your currently selected client accounts. ![](https://support.aetrust.com/hubfs/Knowledge%20Base%20Import/Screen_Shot_2020-12-14_at_4.21.48_PM.png) *By default all your client accounts are selected, it is only after the first search that the results become specific to the accounts you have selected.* - **Total Accounts** - Counts the number of client accounts you have currently selected - **Total Cash** - Sums the total amount of liquid cash held for your selected client accounts - **Assets Value** - Sums the total value of Assets Under Management for your selected client accounts - **Cash Invested** - Sums the initial value for all investments for your selected client accounts   ### SubTabs The Customer's Panel consist of 9 Subtabs: - [Accounts](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHMS6KD7TPYSJY3EJFS6WYT) - [Customers (Listed for deprecation)](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHMSJ4BP03D7G19T6HQNTNM) - [General Ledger](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHMSRZ17TM3B411CR58YBGV) - [Assets](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHMSZ3S930R3RNYRP8ECHFR) - [Vendors](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHMT4ZP9VG1TQ7E8QN09Z0E) - [Investments (DOI)](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHMTB762Z4SMYJ38269TS1P) - [Documents](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHMTJY2KNWFM54R8JGGGYW5) - [Notifications](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHMTT9D8DD0W55GJT74M3AN) - [Transfers](https://5454409.hs-sites.com/knowledge/business-portal-customers-panel-basics#h_01ESHMV0HRCVS0K6P9C58GWEQP) ### Accounts SubTab Here you can review the account balances and statuses for your selected accounts as well as [Open Additional Accounts for your clients.](https://5454409.hs-sites.com/knowledge/open-an-additional-account-for-your-client) ### Filters Available: - Account type (Coming Soon!) - Status (Coming Soon!) ### Actions Available: - [Open Additional Accounts for your clients](https://5454409.hs-sites.com/knowledge/open-an-additional-account-for-your-client)   ### Customers (Listed for Deprecation) ⚠️ This subtab will be deprecated soon.   ### General Ledger Here you can review recent cash transactions for your selected accounts. ### Filters Available: - Min Amount - Max Amount - Start Date - End Date - Asset Id ### Actions Available: - None   ### Assets Here you can review the assets for your selected accounts. ### Filters Available: - None ### Actions Available: - None   ### Vendors Here you can review the vendors for your selected accounts. ### Filters Available: - Min Amount - Max Amount - Start Date - End Date ### Actions Available: - None   ### Investments (DOI) Here you can review the status of Investments for your selected accounts as well as [Submit Client Investment Requests.](https://5454409.hs-sites.com/knowledge/submit-your-client-investment-doi-request)   ### Filters Available: - Min Amount - Max Amount - Start Date - End Date ### Actions Available: - [Submit Client Investment Request](https://5454409.hs-sites.com/knowledge/submit-your-client-investment-doi-request)   ### Documents Here you can review Documents for your selected accounts as well as [Upload New Documents](https://5454409.hs-sites.com/knowledge/upload-a-document-to-your-clients-account). ### Filters Available: - None ### Actions Available: - [Upload New Documents](https://5454409.hs-sites.com/knowledge/upload-a-document-to-your-clients-account)   ### Notifications Here you can review Notifications for your selected accounts. ### Filters Available: - None ### Actions Available: - None   ### Transfers Here you can review the status of Transfers for your selected accounts as well as place new Transfers (Coming Soon!). ### Filters Available: - None ### Actions Available: - None     If you're unable to use the Customer's Panel after following the tutorial above, please contact our Customer Success Team at [success@aetrust.com](mailto:sucess@aetrust.com) or click the Help button to chat with us now.   - [Investor Portal](https://support.aetrust.com/investor-portal?hsLang=en#main-content) - [Online Portal](https://support.aetrust.com/investor-portal?hsLang=en#online-portal) - [Transfer-ins and Rollovers](https://support.aetrust.com/investor-portal?hsLang=en#transfer-ins-and-rollovers) - [General Account Questions](https://support.aetrust.com/investor-portal?hsLang=en#general-account-questions) - [Tax Reporting and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#tax-reporting-and-compliance) - [Signing Request](https://support.aetrust.com/investor-portal?hsLang=en#signing-request) - [Bill Pay](https://support.aetrust.com/investor-portal?hsLang=en#bill-pay) - [Prohibited Transactions and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#prohibited-transactions-and-compliance) - [Fees and Payments](https://support.aetrust.com/investor-portal?hsLang=en#fees-and-payments) - [Investment Questions](https://support.aetrust.com/investor-portal?hsLang=en#investment-questions) - [Account Closure and Transfer-out](https://support.aetrust.com/investor-portal?hsLang=en#account-closure-and-transfer-out) - [Assets](https://support.aetrust.com/investor-portal?hsLang=en#assets) - [Business Portal](https://support.aetrust.com/business-portal?hsLang=en#main-content) - [Getting started](https://support.aetrust.com/business-portal?hsLang=en#getting-started) - [FAQ](https://support.aetrust.com/business-portal?hsLang=en#faq) - [Training](https://support.aetrust.com/business-portal?hsLang=en#training) - [Investments](https://support.aetrust.com/business-portal?hsLang=en#investments) [![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg "American Estate & Trust")](https://aetrust.com) [mailto:support@aetrust.com](mailto:support@aetrust.com) Copyright © 2025, American Estate & Trust