Updating Client Profile from Account View for Advisors

You may update an existing client profile using the from the User Analytics or View By Client page. On the Update Client Profile page, you may:

• Update the client profile, including associated accounts and groups

• Reset a user’s password

• Unlock a client profile

The Edit Client Profile page allows you to edit the:

• Middle Name

• Phone Number

• Mobile Number

• Email Address (only available if the client has not yet activated the profile)

• Preferred Contact Method

The Edit Client Profile page also allows you to Add or Delete Accounts.

Note:The system also allows you to update client profile from the Account View for Clients. For more information, see Accessing the Account View Home page of the client.

To add accounts

1. In the Manage Accounts section, click Add New Account.

   The system displays the Add Accounts pop-up that allows you to search for accounts.

2. In the Add Accounts pop-up, enter appropriate information in the relevant fields to filter the search.
3. Click Search.

   The system displays search result.

4. Select the account(s) that you want to add.
5. Click Select Accounts.

   The system adds the selected accounts to the Manage Accounts section.

To delete accounts

1. In the Manage Accounts section, select the Delete check boxes against the accounts you want to delete.
2. After updating the other required fields in the page, click Continue.

   The system displays notification to verify the information.

Note:You can view the activity log in the Verify Information page.

3. Verify the information and click Create Profile, if the information is correct.

   The system deletes the selected account(s) from client profile.

To add client to a defined group

1. In the WealthVision and My Documents Setup section, click the Search Group button.

   The system displays the Add Group pop-up.

2. In the Add Group pop-up, enter appropriate information in the relevant fields to filter the search.
3. Click Search.

   The system displays search results.

4. Select a group.
5. Click Select Group.

   The system adds the selected group to the WealthVision and My Documents Setup section.

To delete the group

• In the WealthVision and My Documents Setup section, click Delete Group.

To reset the password on a Client Profile

1. In the User Analytics or Client List tab, click against the name of the client.

   The system displays the Update Client Profile page.

2. Click the <Reset Password> button.
3. The system displays a confirmation message.

Note:The password can be reset only if the user profile is activated.

3. Click Yes.

   The system sends an activation link to the email setup on the client profile.

Note:The client will receive an email informing them to reset their password.

To unlock a client profile

1. Click the Unlock this Profile button.

   The system displays a confirmation message.

2. Click Yes.

   The system unlocks the profile.

To send activation link

• Click the <Send Activation Link> button.

The system sends a mail to the client. The mail will contain the activation link.

Note:The activation link can be sent to clients only for activating their user profile.

Go back

• Supporting Your Clients