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 a Client's Account
- Navigate to your Customers Tab
- Click through each of the Subtabs to review information
- The most recent information will always be on top
- 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 email@example.com or click the Help button to chat with us now.