How do I check the status of a client application?

To check the status of a client application:

  1. Log in to Advisor Portal
  2. From the Home page, click the Contacts
  3. Search for the client by typing in the search box on the right side of the screen or by clicking one of the listed preset views.
  4. Click the Status of the Application to see the status of the Application Tasks
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What does the Pending Items panel show?