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Reviewing Financial Accounts (End User)

Aside from executing 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, and then the Financial Account List view.
2. In the Financial Accounts list, drill down on the account.
3. Click a view tab to review specific financial information.

Users can view detailed information on a specific account, which includes minimum balance, statement date, and current changes in the Account Analysis view tab.

Viewing Account Analysis

Use the following procedure to view an account analysis.

To view an account analysis

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

As users review financial accounts, they can create activities for use as a call list. You can base the selection of financial account records on a number of different criteria, such as account holdings and balances.

Creating a Call List Based on Account Criteria

Use the following procedure to create a call list based on account criteria.

To create a call list based on account criteria

1. Navigate to the Financial Accounts screen, and then the Financial Account List view.
2. In the Financial Accounts list, drill down on the 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.