View main parts of Account View for Advisor
Description of main parts of the Account View for Advisors
|
Item |
Name |
Description |
|
|
Header |
Displays user information and access to secure messages, print functionality and settings. For more information, see Working with the Header. |
|
|
Main Navigation Bar |
Provides access to Client List and User Analytic pages. For more information, see Working with the Main Navigation Bar. |
|
|
Search Item |
Allows you to search for a client or account. For more information, see Searching for Clients and Accounts. |
|
|
Display Area |
Displays the page specific information. |
|
|
Green Meter Section |
Displays the percentage of your clients that have signed up for eligible paperless documents. For more information, see About Go Green. |
|
|
Announcements Section |
Displays current announcements from LPL Financial. For more information, see Viewing Announcements. |
Go back
