The Account Queries tool searches accounts by account type, account status, application type, margin type and additional criteria.
To run Account Queries reports:
- From the Home page, click the Tools
- Select Account Queries
- On the next screen, enter a query name and select the query sections for your report.
Note
- The Account Queries tool can only be accessed by users enrolled in the Secure Login System (SLS).
Additional Information
- Secure Login System (SLS)
- To find out more about Account Queries, see the Advisor Portal Users’ Guide.