The Pending Items section contains a list of records you can view, sort and search:
- Sort by clicking any column heading (Date, Account ID, Type, Account Title or Status).
- Search for specific Pending Items by typing in the search box.
- Click on the Account ID to view the details of that account.
- Click on the Status to view any outstanding Application Tasks.
Additional Information
- To find out more about Pending Items, see the Advisor Portal User’s Guide.