Wealth Platform Support

Recent Articles
Client-led Cash Transfer Request (Fidelity)
Clients with Fidelity accounts can request a cash transfer through the Client Portal if this feature is enabled. The information of the client request is passed to the advisor through the Wealth Platform, where it is then manually submitted into ...
5/15/2023 Release
Digital Onboarding and Account Servicing Enhancements Fidelity: Client Portal users with Fidelity accounts can now request a cash transfer through the Client Portal. Advisors will be notified of the request with all necessary details to process the ...
TD to Schwab Transition Resources
This page contains information and resources regarding the upcoming TD Ameritrade to Schwab conversion. Please check back regularly for updates Timeline Here is a general timeline of what to expect: May 15, 2023: AdvisorEngine will include the ...
Misc Holds in Smartleaf
When reviewing accounts in Smartleaf you may see an account with a suspension status of Misc Hold. What Are Misc Holds? AdvisorEngine performs daily checks on account and position data integrity before passing any information to SmartLeaf. If any ...
Search Holdings Report
The Search Holdings report allows you to find all accounts that currently hold (or held) a particular position. Access the Search Holdings report by navigating to Manage Clients > Reports > Search Holdings. Controls and Filters Search Begin by using ...

Popular Articles
Adding New Platform Users
Users in the AdvisorEngine Wealth Platform come in two forms: Wealth Platform Users and Client Portal Users. In practical terms, these are the employees of the firm and the firm’s clients or prospects, respectively. The following process adds a new ...
8/29/2019 Release
Enhancements The Account Opening process for TD users now features the EFT form and a Move Money form for non-qualified account funding. Wording on Client Portal changes from “Total Net Worth” to “Total Market Value” if the user has any external ...
9/21/2020 Release
Enhancements Fidelity Firms can now enable or disable the retrieval of documents from Fidelity using a toggle in the Firm section of Run Business > Firm Profile. Documents will appear in the client document lists both in the Platform and on the ...
Help Center Setup and Access
Welcome to the AdvisorEngine Platform Help Center! Here you can access Help Articles and FAQ’s to help you use the Platform to its fullest potential. Additionally, you can create a login for yourself to make and track support tickets should you have ...
1/20/2022 Release
Performance Reporting Initial benchmarking release for all platform users now showing S&P 500, Bloomberg U.S. Aggregate Bond Index, and MSCI EAFE index on all graphline tabs and Performance Detail tabs. Integrated interface for capture of benchmark ...

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