Setting User Privileges and Settings

The firm's system administrator can grant permissions and manage Account View settings as described below.

Note:       This tab is available to Advisor administrators only.

To set permissions

  1. On the Set Permissions page, select the appropriate options.
  2. Click Save.

Description of the Set Permissions

Field Name

Description

Allow client to view full account numbers and SSNs/TINs

Select On to allow a client to view full account numbers and SSNs/TINs.

Select Off to restrict the users from viewing full account numbers and SSNs/TINs.

Secure Messaging

Select On to allow the firm/institution advisors to choose whether to turn on secure messaging.

Select Off to restrict the firm/institution advisors from using secure messaging.

Contact Information

Select On to allow the firm/institution advisors to view and edit contact information.

Select Off to restrict the firm/institution advisors from viewing and editing contact information.

Custom Preferences

Select On to allow the firm/institution advisors to manage the Value Over Time, Asset Allocation or Realized and Unrealized Gain/Loss features.

Select Off to restrict the firm/institution advisors from managing the Value Over Time, Asset Allocation or Realized and Unrealized Gain/Loss features.

Color Scheme

Select On to allow the firm/institution advisors to manage color scheme settings.

Select Off to restrict the firm/institution advisors from managing their color scheme settings.

Logo and DBA Settings

Select On to allow the firm/institution advisors to manage their logo and DBA settings.

Select Off to restrict the firm/institution advisors from managing their logo and DBA settings.

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