Review a Client's Account

Reviewing a Client's account is the a basic process that Businesses use to evaluate the standing a Client's account before attempting to submit any Transactions or Investments.

Here is video:

Review Client Account

Review a Client's Account

1. Navigate to your Customers Tab
2. Click through each of the Subtabs to review information
   • The most recent information will always be on top
3. You can use the filters in each subtab to drill down into specificts

If you're unable to Review a Client's Account after following the steps above, please contact our Customer Success Team at success@aetrust.com or click the Help button to chat with us now.