User may set up Alerts within A360 or Wealthscape to receive notification regarding client accounts, transaction, trading activity, compliance requirements, etc in order to stay informed, contact client and take timely action if necessary.
A360 Notifications – A360 Dashboard – Notifications from left Navigation sidebar
- May view all unread / new subscripted notifications here, or go to Notification Center to view all
- Click Manage Settings to set up / subscribe to notifications
- Advisor360° Alerts Reference Sheet
Wealthscape Alerts
Alert Manager is available under the "Reports" tab on Wealthscape. Registered reps or staffs with access can subscribe to receive notification of events related to the status of specific account activity.
*Click the Question mark located at upper right of the screen for more information.
