Set up an alert for your client

You can set up notifications in Adviser Online for: 

• Cash balance thresholds - A cash balance threshold alert will notify you when any of your clients’ account balances are greater than or less than a specified amount.
• Insufficient funds for upcoming payments - An insufficient funds for upcoming payments alert will notify you when any of your clients’ account balances are insufficient to pay a pending Adviser Initiated Payment (AIP) within 5 business days.

Please note, you can only set up notifications across your clients’ Wrap Cash Accounts and/or Wrap Invest Cash Accounts.

Steps to follow: 

1. Log in to Adviser Online
2. Click the bell icon to the right of the search bar
3. Select Settings
4. To turn the cash balance threshold alert on, select the toggle next to Cash balance threshold and then enter the balance less than or greater than, as desired
5. To turn the insufficient funds for upcoming payment alert on, select the toggle next to Insufficient funds for scheduled payments.
6. Select Apply. 

To turn off these notifications simply click the toggle again. Don’t forget to apply your changes.

Notifications can help inform you of changes or updates to your clients’ accounts. They can include:

• corporate actions
• orders that can’t be executed
• account closures
• super to pension switches
• model rebalance completions.