Adding Rep Codes
Advisor Codes, also known as Rep Codes, typically come from the Custodian to establish management of accounts. Advisor Codes are important in the Wealth Platform to do the same. Reps will be associated with these codes so any accounts that are opened ...
Creating an Advisor Fee Split
You can assign an Advisor Code that splits any way you like between multiple Advisors. To create a Fee Split: Navigate to Run Business > Billing. Click Create Advisor Fee Split from the top controls. Select a Fee Split Code from the drop-down. This ...
Adding and Editing Instruments
Create, edit, and manage Instruments in the Instrument List Page. Instruments are the actual Securities (such as a mutual fund or stock) that make up the building blocks of Models. Instruments are placed into Asset Classes to provide a more generic ...
Recommended User Roles
Below you will find tables of recommended permission settings based on three major typical roles within a firm. These roles vary from firm to firm, of course, but the given permissions are recommended. Advisor Home Office Admin Home Office Trader ...
Billing Removed TD and Schwab from the list of options for Debit File Transmission. A Start Date can now be entered for accounts in Billing > Account Date Settings. When viewing applied exclusions, the account number is now visible. Client Portal The ...