AdvisorEngine | Alerts | Knowledge Base

Alerts
Notifications Glossary
The following chart details the types of alerts that can appear for each alert category. Alert Type Alert Name Content Description Account Account Closure Account Description, Date of Closure Alert is triggered when an institutional account is ...
Notifications Overview
Notifications, also known as Alerts, are accessed either by navigating to Manage Clients > Notifications or by clicking the notification alert in the upper-right of the Portfolio Manager . Notifications come in the form of Cash, Account, Trade, or ...

Alerts