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Show Managed Accounts
Use this client views setting to include managed accounts on the Assets/Liabilities client portal desktop app. This option does not apply to the mobile app.
When you select this check box, you can further configure whether the page includes closed accounts.
Let's take a look at how the different settings work. We'll use Georgia and Michael Abbey as an example. When Georgia and Michael look at their client portal Accounts page, they see:
They also have a number of balance-only linked accounts and manually entered assets and liabilities. Here's what Georgia and Michael see for each setting configuration.
When Georgia and Michael view the Assets/Liabilities page, they see all the accounts from the Accounts page as well as manual assets and liabilities and balance-only linked accounts.
When Georgia and Michael view the Assets/Liabilities page, they see only manual assets and liabilities and balance-only linked accounts.
For more information about including closed accounts, see Show Closed Accounts.
The page displays a closed IRA in the list of financial accounts.
The page displays only open accounts in the list of financial accounts.
For more information about the client portal Assets/Liabilities page, see Client Views - Assets and Liabilities Page.
The following related links may be helpful: