Managing Site Settings

You can manage your client’s access to selected Account View features.

To set user privileges and settings

  1. On the Site Settings page, select the appropriate options.
  2. Click Save.

Note:You can modify the settings; only if you have the rights of an administrator. You can modify the Site Settings options, only if the permission is provided by your administrator.

Description of the Site Settings

Field Name

Description

Realized and Unrealized Gain/Loss

Select On to allow users to view the Realized Gain/Loss and Unrealized Gain/Loss options.

Select Off to restrict users from viewing the Realized Gain/Loss and Unrealized Gain/Loss options.

Asset Allocation

Select the appropriate check box to allow the users to the view asset allocation by Asset Class, Account, Account Type, or Security Type. You may select one or more categories.

Value Over Time

Select On to allow users to view the Value Over Time chart.

Select Off to restrict users from viewing the Value Over Time chart.

Secure Messages

Select On to allow the users access to the Secure Messages option.

Select Off to restrict the users from sending secure messages within Account View.

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