The Accounts Page

The Accounts page lists all of your financial accounts and reporting groups, such as SMAs, brokerage accounts, etc. This page gives you access to a number of commonly used features of Advisor View, including generating PDF reports and creating and maintaining account information and reporting groups.

Creating and Modifying Reporting Groups

Learn how to create reporting groups and make changes to existing reporting groups.

Workflow: Create Groups With Uploads

Learn the steps to create a new group using bulk reports and uploads.