Body
Account Opening Dashboard
- Access via Advisor360 Dashboard – Popular Applications & Links Widget shortcut or Practice360 – Account Servicing Tab
- Cases entered and submitted in Advisor360 Account Opening will show in Dashboard
- Drafts saved – maybe edited, deleted or submitted to HO for processing
- Required forms – maybe downloaded in PDF for wet sign or send to DocuSign for eSign
Variable Annuity Order Entry (VAOE)
- Access via Advisor360 Dashboard – Popular Applications & Links Widget shortcut or Practice360 – Account Servicing Tab
- Link to start application is available after account opening on the Dashboard
- Application started – may continue to edit and submit to HO
- Application submitted – maybe copied and duplicated to start a new application
Advisor360 Cases Widget
- Maybe added to Advisor360 Dashboard
- Recommend to review NIGO cases under Follow Up Required tab regularly
Advisor360 Cases Tab
- Access via Cases Widget or Practice360
- Find cases in different statuses, for a specific case, advisor, category, client or account number
- Look at details of a case and use Notify Case Owner to respond to HO
Resources