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My Information Dashboard Widget
The My Information widget provides a firm-wide summary of your accounts and holdings with three distinct areas:
Total Accounts: This shows the number of accounts in your firm based on your individual settings. For more information, see Change Accounts Information.
Total Rebalancing Groups: This shows the number of rebalancing groups in your firm based on your individual settings. For more information, see Change Accounts Information.
Total Advisor Rebalancing AUM: This shows the assets under management (AUM) amount for your firm based on your individual settings. For more information, see Change AUM Total Calculation.
You can customize the information you see on the My Information widget in the following ways.
To customize your view of the accounts included in the My Information widget, follow these steps:
Click Dashboard.
Click 
to open settings for the My Information widget.
Under Account Settings, select the check box for each of these you'd like to include:
| Setting | More Information |
|---|---|
| Accounts I can't access | When checked, your account and rebalancing group totals will include any accounts which you don't have permission to access. |
| Inactive accounts | When checked, your account and rebalancing group totals will include all inactive accounts as part of your totals. |
| Archived accounts | When checked, your account and rebalancing group totals will include all archived accounts. |
Click Save.
To change the AUM calculation in the My Information widget, follow these steps:
Click Dashboard.
Click to open settings for the My Information widget.
Under Account Settings, select the appropriate account options to consider as part of your AUM total.
| Setting | More Information |
|---|---|
| Accounts I can't access | When checked, your AUM total will include assets from any accounts you don't have permission to access. |
| Inactive accounts | When checked, your AUM total will include all inactive accounts as set in the Account Status field in Account Settings. |
| Archived accounts | When checked, your AUM total will include all archived accounts as set in the Account Status field in Account Settings. |
Under Total Advisor Rebalancing AUM, select the check box for each of option you'd like to include:
| Selected Options | How AUM is Calculated |
|---|---|
| Cash | Rebalancing account value |
| Cash Reserves | Rebalancing account value – Cash available for trading + Cash reserve actual |
| Unmanaged Assets | Rebalancing account value – Cash available for trading + Unmanaged assets |
| Cash + Cash Reserves | Rebalancing account value + Cash reserve actual + Cash to raise |
| Cash + Unmanaged Assets | Rebalancing account value + Unmanaged assets |
| Cash Reserves + Unmanaged Assets | Rebalancing account value – Cash available for trading + Cash reserve actual + Unmanaged assets |
| Cash + Cash Reserves + Unmanaged Assets | Rebalancing account value + Cash reserve actual + Unmanaged assets + Cash to raise |
| Nothing | Rebalancing account value – Cash available for trading |
Click Save.
