Advisor
The Advisor tab on the left menu panel displays various details relating to the advisor.
The Advisor tab contains the following sub tabs:
•
Representative Details
•
Service Fees
•
Commissions
•
Assets Under Management
•
DSC Report
•
Transaction Report
•
Activity
•
Bulk Document Request
•
Fund Holders/Trial Balance Report
note:
The information displayed on the Advisor screens depends on the search criteria.
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