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.