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Client Views - Assets and Liabilities Page

Contents

Introduction

On the Assets and Liabilities page, you can grant permission to view assets and liabilities or add and edit them. If you add this page to a client view, your clients access from the Accounts menu by clicking Assets and Liabilities.

Once added, the page looks nearly identical to the Assets and Liabilities page you see in your version of Advisor View.

The primary difference between what you see and what a clients sees on the Assets and Liabilities page is when choosing primary owners. When assigning ownership as an advisor, you will be able to select any client that you have set up in Advisor View. However, if the end client is enabled to add or edit assets through their client portal they will only be able to assign members of their Household.

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Customize the Assets and Liabilities Page for a Client View

To customize the Assets and Liabilities page for a client view, follow these steps:

1. On the Client Reporting menu, click Client Views and then click Reports / Pages.

2. In the Report and Page Types list, click Assets/Liabilities.

3. Type a name for the Assets and Liabilities page.

   

4. Select any of the following options:

   Option	Result
   Show Managed Accounts	Select this check box to show financial accounts you manage on the Assets/Liabilities page alongside externally held accounts, assets, and liabilities. This can help clients see their entire financial picture in one place, and prevent them from inadvertently linking accounts you already manage.
   Show Closed Accounts	Choose Never to exclude closed financial accounts from the Assets/Liabilities page. Choose Always to include closed financial accounts on the Assets/Liabilities page.
   Allow clients to manually add and edit assets and liabilities	Select this option if you want to allow clients to add and edit assets and liabilities. When this option is selected, the Add Assets and Add Liabilities buttons will appear on the client portal Assets and Liabilities page. If you do not select this check box, the buttons will not appear and the client will have read-only access. Best Practice Select this option and encourage your clients to add their assets and liabilities.
   Allow clients to link outside accounts as assets and liabilities	If you have Yodlee integration enabled, you can select this option to allow clients to use Yodlee to link their held-away assets and liabilities. This option gives clients the same Yodlee linking workflow you use to link assets using the Link Outside Accounts button on the Assets and Liabilities page. Best Practice Enable this option and help clients link their own accounts to prevent your firm from receiving client passwords.

    

5. Click Save.

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Delete an Assets and Liabilities Page Client View

To delete an Assets and Liabilities page client view, follow these steps:

1. On the Client Reporting menu, click Client Views and then click Reports / Pages.

2. In the Select a Report or Page list, choose the Assets and Liabilities page client view you want to delete.

   

3. Click Delete.

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Copy an Assets and Liabilities Page Client View (Save As New)

To make a copy of a assets and liabilities page client view, follow these steps:

1. On the Client Reporting menu, click Client Views and then click Reports / Pages.

2. In the Select a Report or Page list, choose the Assets and Liabilities page client view you want to copy.

3. In the Name box, type a unique name for the new page, make any necessary changes, and then click Save As New.

   

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Assign an Assets and Liabilities Page to a Client View

For details on assigning document vaults to client views, visit Create a Client View.

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