Viewing Most Active Clients

The Users - Most Active (Last 30 Days) section lists clients who have logged into the Account View system in the last thirty days.

Description of the Users - Most Active (Last 30 Days) screen

Column Name	Description
Name	Client’s Last and first name.
Last Login	Date and time of the user's last login.
Email	Client’s email address
Phone#	Clients contact numbers. M indicates the mobile number. H indicates the home phone number.
Status	Displays the active status of the associated users. The statuses are: Activated- indicates active user. Locked- indicates access to the user profile has been temporarily disabled. Not Activated – indicates that client has not activated their profile.
Actions	You can click: to manage client's profile. For more information, see Setting Preferences. to send a secured message to your client. to send an email to your client.

To view accounts associated with a client

The system expands to display the details of each associated account.

Column Name

Description

Account Name

Displays the short name of the account.

Note:When you hover the mouse on the Account Name, the system displays the address, where the account is registered.

Account #

Displays the account number.

Account Class

Displays the category of accounts defined by LPL Financial.

Rep ID

Displays the unique ID of client's representative.

SSN or Tax ID

Displays the Social Security Number or Tax Identification number.

Value ($)

Displays the account balance.

Status

Displays four icons showing status.

	Shows if the account is not on hold. Shows if the account is on hold.
	Shows if the client has signed up this account for paperless Monthly Statements. Shows if the client has not signed up this account for paperless Monthly Statements.
	Shows if the client has signed up this account for paperless Advisory Performance Reports. Shows if the client has not signed up this account for paperless Advisory Performance Reports.
	Shows if the client has signed up this account for paperless Trade Confirmations. Shows if the client has not signed up this account for paperless Trade Confirmations.

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