Adviser Online login and navigation

There are two ways you can find a client:

Option 1 – Client search

1. From the global search bar, select Clients from the drop-down
2. Search for your client's name
3. Select their name from the drop-down list.

Option 2 – Side navigation

1. Hover your mouse over Clients in the menu and select Clients
2. Search the client's name in the client search bar
3. Select the client from the results presented.

There are two ways you can find a client's account:

Option 1 – Account search

1. From the global search bar, select Accounts from the drop-down
2. Search for your client's account number or name 
3. Select their account name from the drop-down list.

Option 2 – Side navigation 

1. Hover your mouse over Clients in the menu and select Accounts
2. Search for the account in the account search bar by using either the account number or name
3. Select their account name from the results presented.

There are three ways you can search for transactions:

Option 1 – Account search

1. From the global search bar, select Accounts from the drop-down
2. Search for your client's account number or name
3. Select their account name from the drop-down list
4. For a Wrap account, select either the Cash transactions OR Investment transactions tab
5. Search for a transaction in the search bar or use the filters to refine your search.

Option 2 – Side navigation

You can use the side-menu beneath the Adviser Online icon to find your client’s transactions. 

1. From the side-menu hover your mouse over Clients in the menu and select Cash transactions.

Option 3 – Wrap account reporting

You can also use the Report Builder to view cash transactions on a wrap account:

1. From the global search bar, search for your client’s account number or name
   
2. Select their name from the drop-down list
3. Select the Report Builder tab
4. Tick the box next to Cash transactions
5. Select the preferred date range and format options
6. Select Download.

To view your details, view your access, view and set notifications, view your security information, check on the status of your ESI details (used for downloading data into external software) and review important legal information, select your user profile drop-down menu.

Access notifications and change your notification preferences by selecting the bell icon next to the search bar. You can set global notifications for your clients’ cash accounts relating to:

• cash balance thresholds.

You can also use the notification bell to access your Wrap notifications:

1. Select the bell icon next to your profile and select View wrap alerts
2. Select your adviser code
3. Select the number under Alert details to see your wrap alerts sorted by date.

The Adviser Online menu is located on the left-hand side of the screen. From here you can navigate the Adviser Online site.

By default, the menu is pinned to the side of the screen. If you want to un-pin the menu, select the blue thumbtack icon at the bottom of the pinned menu.

To access the un-pinned menu, hover over the three lines underneath the Perpetual icon. From here you will be able to see the options available to you. To re-pin the menu:

1. Hover your mouse over the three lines underneath the Perpetual icon
2. Select the thumbtack icon Pin menu at the bottom of the menu. It will turn blue to indicate the menu is pinned again.

Adviser Online is now the single point of entry to Wrap Online.

You can easily navigate to Wrap Online from Adviser Online. Log in to Adviser Online and select Go to from the side navigation menu, then select Wrap Online.