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 platform .
Notifications come in the form of Cash, Account, Trade, or Service Alerts.
- Cash: Reflects changes in a client’s account balance, including New Funding, Cash In, Cash out, and preemptive low balance notifications.
- Account: Includes all account-specific actions or updates around New Accounts, Closed Accounts, Transfers, and Client information changes.
- Trade: Triggered for any trade-related execution for applicable accounts, including Orders Filled, Trade Confirms, and Options (if applicable).
- Service: Cover all alerts not included in the previous 3 categories, generated by the AdvisorEngine system.
- Archived: Any alerts that have been moved to an Archived status.
Marking Alerts as Read
Marking an alert as read will only affect the current user. All other users will continue to see the alert as unread.
To mark a single Alert as read, use the expand control at the front of the Alert’s row. Once expanded, the Alert will be considered read.
To mark all alerts in a single category as read, use the expand all control in the header of the expand/collapse column.
To mark all alerts in all categories as read, click
in the upper right.
You may Archive alerts at any time to remove the alert from the list and store it in the archived section for later recall if necessary. This will affect all users.
To remove an alert from your view completely, use the delete control at the end of the Alert row.
To delete all alerts in all categories, click in the upper right.
Setting Up Client Portal Notifications
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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 ...