An advisor can see a client's trading permission by:
Advisor Portal
- Log into Advisor Portal.
- Click on the Home menu.
- Select the client account you would like to review.
- Click the Recent Activity tab.
- Review the client's recent activity.
Where can an advisor see pending permission approvals of clients?
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How do I complete a pending client account application?
How can I create another sub account in my name to be managed by the same Advisor?
How do I delete a pending client account application?
How do I modify a pending client account application?
How do I add prospective clients and contacts into the advisor portal?