Viewing Self Registered Clients

The Users - Self Registered (Last 30 Days) section lists clients, who have signed up in the last thirty days.

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

Column Name	Description
Name	Displays the user’s last name and first name.
Date	Displays date and time, when the user: Created their user profile, or Associated additional accounts to their profile
Email	Displays user's email address.
Phone#	Displays user's contact numbers. M indicates the mobile number. H indicates the home phone number.
Status	Displays the status of the associated users. The statuses are: Activated - indicates active user. Locked - indicates access is temporarily disabled. Not Activated – user has not completed activating 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 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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