How do I apply an alias to my report?

CREATE ACCOUNT ALIAS

Account Alias lets you define an alias for your account. For example, you might want to define an account alias that is easier to remember than your account ID. If you are a master user, you can define an alias for any client or sub accounts that you manage…

It is not possible to change the username, account number or account type of a new advisor client application.

The advisor can set Account Aliases that will replace the account number in the Advisor Portal for ease of use. Information on how to create account aliases…

CREATE CUSTOM REPORT

Use the button above or follow the below procedure to create a custom date range PortfolioAnalyst report:…

Yes. Advisors and Brokers can configure default and custom report delivery for all client accounts in bulk. To enable reports for client accounts in bulk, navigate to Reports > Client Report Bulk Delivery > Configure (gear icon) > Select the desired quarterly report and associated clients. Once configured, the report will be e-mailed to the primary client email on file…