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Reviewing Financial Accounts

Aside from being able to execute securities trades in the Trades view, end users typically have read-only access to the Financial Accounts screen; therefore, most end-user tasks involve using the Financial Accounts screen to gather information as opposed to entering data.

To review a financial account

1. Navigate to the Financial Accounts screen > Financial Account List view.
2. In the Financial Accounts list, drill down on the desired account.
3. Click a view tab to review specific financial information.

As users review financial accounts, they can create activities that can be used as a call list. The selection of financial account records can be based on a number of different criteria such as account holdings and balances. Users can view detailed information on a specific account including minimum balance, statement date, and current changes in the Account Analysis view tab.

To view an account analysis

1. Navigate to the Financial Accounts screen > Financial Account List view.
2. In the Financial Accounts list, drill down on the desired account.
3. Click the Account Analysis view tab.

To create a call list based on account criteria

1. Navigate to the Financial Accounts screen > Financial Account List view.
2. In the Financial Accounts list, drill down on the desired account.
3. Click the Activities view tab.
4. In the Activities list, add a record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   New	Indicates a new activity.
   Type	Default value is Other. Select alternate value to categorize the type of activity.