Account Requests (Legacy)

Account Requests (Legacy)

NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration.

In Smartleaf, requests are used to help accommodate client requests and mandates. A portfolio's requests are accessible from its portfolio workspace, by clicking on the Requests tab. Requests are grouped into the following categories:

  • Buy or Sell Securities
  • Forced Tax-Loss Harvesting
  • Invest or Withdraw Cash
    • Timed Withdrawal Requests
    • Uploading Cash Requests Through the UI
  • Specified Trades
  • Temporary Analysis Mode
  • Request Note

The Requests Summary

Within the Portfolio Workspace, clicking the Requests tab displays the Requests Summary for the current portfolio. As its name suggests, the Requests Summary gives users a quick overview of any requests currently active for the portfolio. Any setting that has been altered by a user is shown highlighted in green.

Editing Requests

Requests are accessible for editing from the Edit Requests page within the Portfolio Workspace.

  1. Click on the Requests Tab.
  2. Click Edit Requests to go to the Edit Requests page for the current portfolio.
  3. Click on the name of a section or its expand/collapse link to show or hide its settings.
  4. Make any desired changes to the request.
  5. Once finished editing, click Save and Re-Analyze.

    • Related Articles

    • Raising Cash for a Withdrawal Request (Legacy)

      NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. If an investor requests cash and there is not enough cash in the account to fulfill the request, the following steps can be used to raise ...

    • Performing a Manual Buy or Sell (Legacy)

      NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. Firms utilizing the Smartleaf integration can create a specific buy or sell for an account. Requests to Buy or Sell Securities allow users to ...

    • Performing Forced Tax-Loss Harvesting (Legacy)

      NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. The Forced Tax-loss Harvesting feature allows you to force the sale of tax lots with losses to meet a specified dollar amount, and then ...

    • Specified Trades: Creating Targeted Orders Without Rebalancing (Legacy)

      NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration. If a security in a model has been replaced and you wish to swap that security without rebalancing the entire account, firms utilizing the ...

    • Google (Legacy): User Setup

      After your CRM Admin user has completed the Google (Legacy): Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM. After this process is complete, you will need to Install the ...