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The Accounts Page
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The Accounts page lists all of your financial accounts and reporting groups, such as SMAs, brokerage accounts, etc. You can access a number of commonly used features of Advisor View, including generating PDF reports and creating and maintaining account information and reporting groups.
The page displays 50 accounts or groups at a time. You can use the numbers at the bottom of the page to see additional accounts or reporting groups. To jump to a specific page, type the page number in the Page box and then press Enter.
You can also filter the Accounts page as needed, and then quickly access these views at any time. For example, you can create a view that shows your open accounts only and then another view that shows both your open and closed accounts. These view snapshots are called account views.
You'll see that reporting groups appear in a bold font and accounts appear in a normal font so that you can easily distinguish what the page is showing. You can expand a reporting group to see its underlying accounts by clicking the 
next to the reporting group name.
Most actions on the page are driven from the Actions menu. From the Actions menu, you can complete the following tasks:
Retrieve custodian values (if you've enabled this integration)
To select an account or group that you want to take action on, select the check box next to one or more accounts or groups.
For information on managing accounts, see Create, Close, and Delete Accounts and Maintaining Accounts in Advisor View.
Account page views are pre-configured views of the Accounts page. For example, you may create one account view that filters out closed accounts, and another that contains closed accounts. With account views, you can create several customized views of your account data—and even choose which columns appear—so that you can make more informed decisions.
To learn more about page views, see Using Page Views.
You can use the space on your Accounts page most effectively by adjusting the column widths for views you own. Advisor View automatically saves your display settings so that when you leave the page and return, your columns will remain set up in the way that works best for you.
To change the width of a column, place your mouse over the edge of the column you want to resize and your mouse pointer will change to a resizing pointer 
. Click and drag the column to the desired width.
There are a number of ways to search and filter the Accounts page to find exactly the data you need.
Use the Search box to look up a single account/reporting group, or multiple accounts/reporting groups based on the account/reporting group name or number.
When you search for accounts and reporting groups, be aware of the following:
If you search for a single letter, Advisor View will show the accounts that start with that letter—for example, searching for A will show the accounts that start with the letter A.
If you search for a single letter, Advisor View will show the groups that contain an account that begin with that letter.
The search looks at the first name, last name, short name, and account number fields for items that start with the letters you typed. Advisor View does not return results for items that contain the letters or numbers you searched for.
If a group contains an account that meets your search criteria, it will appear in the search results.
The alphabet bar runs along the top of the page. When you click a letter on the bar, Advisor View will show you the accounts and reporting groups that begin with that letter. The alphabet bar makes it much easier to locate the accounts and reporting groups you want to view.
If a letter is grayed out, it means that no accounts or reporting groups begin with that letter.
Use the filters at the top of the page to eliminate unwanted accounts or reporting groups from the page—for example, you can use a filter to show only accounts and not reporting groups. You can filter by accounts, reporting groups, or even an account set.
You can also use account-level saved searches to filter the page. Once you've selected a filter, click the Filter button to filter the page. If you want to reset the filters, click Reset.
You can select all the records by clicking the check box in the column heading. For more selection-related actions, including selecting a single page, clearing all selections, and viewing only the selections, click ˅.
To learn more about the Select All check box functionality, see The Select All Check Box.
To export the information on the Accounts page to a comma-delimited file:
On the Accounts menu, click Accounts.
Select one or more accounts for which you want to export data.
In the Actions list, click Export Data.
Select the Include direct members check box if you want to export the direct members of the selected account or accounts, or leave it cleared if you don't want direct members exported.
On the message that displays, select whether you want to open, save, or cancel the exported file or files.
The Accounts page provides quick access to run dynamic reports for an account. Click 
next to the account and then click the dynamic report you want to view. Advisor View will take you to the dynamic report you selected and only show information for the account or group you selected.
To help you run your operations most efficiently, we recommend maintaining account and group information directly in Advisor View. If you maintain your groups and client information in your portfolio accounting system, you'll need to sign into your portfolio accounting system, update client information, make the necessary changes, and then synchronize the data to Advisor View.
To learn more about maintaining account information on Advisor View, see Maintaining Accounts in Advisor View.
