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Advisor360 made an update on March 27, 2024 to allow an option to unmask hidden social security numbers. This update will now allow you to only see the last 4-digits of the social security number to allow for enhanced security. If you need to see the full social security number for your clients, please follow the instructions below:
- Search for your client on the A360 dashboard
- Once you are in your Client260 record, click on the Shortcuts drop down in the upper right hand corner.
- Scroll to the bottom and choose "Unmask Sensitive Data"
- Click on the Contacts tab and review the people and their corresponding social security numbers.