Adviser Online login and navigation

You can find a client’s account in two ways:

Option 1 – Account search

1. From the global search bar, search for your client’s account number or name
2. Click their account name from the drop-down list.

Option 2 – Side navigation 

1. From the side-menu, hover your mouse over Clients in the menu and click Accounts
2. Search for the account in the account search bar by using either the account number or name
3. Click their account name from the results presented.

There are three ways you can search for transactions:

Option 1 – Account search

1. From the global search bar, search for your client’s account number or name
2. Click their account name from the drop-down list
3. Click either the Cash transactions OR Investment transactions tab
4. Search for a transaction in the search bar or use the filters to refine your search.

Option 2 – Side navigation

You can use the side-menu beneath the Adviser Online icon to find your client’s transactions. 

1. From the side-menu hover your mouse over Clients in the menu and click Cash transactions.

Option 3 – Wrap account reporting

You can also use the Report Builder to view cash transactions on a wrap account:

1. From the global search bar, search for your client’s account number or name
   
2. Click their name from the drop-down list
3. Click the Report Builder tab
4. Tick the box next to Cash transactions
5. Select the preferred date range and format options
6. Click Download.

To view your details, view your access, view and set notifications, view your security information, check on the status of your ESI details (used for downloading data into external software) and review important legal information, click on your user profile drop-down menu.

Access notifications and change your notification preferences by clicking the bell next to the search bar. You can set global notifications for your clients’ cash accounts:

• Cash balance thresholds
• Insufficient funds for upcoming payments.

You can also use the notification bell to access your Wrap notifications:

1. Click the bell notification button next to your profile and click View wrap alerts
2. Click your adviser code
3. Click the number under Alert details to see your wrap alerts sorted by date.

The Adviser Online menu is located on the left-hand side of the screen. From here you can navigate the Adviser Online site.

By default, the menu is pinned to the side of the screen. If you want to un-pin the menu, click the blue thumbtack icon at the bottom of the pinned menu.

To access the un-pinned menu, hover over the three lines underneath the Adviser Online icon. From here you will be able to see the options available to you. To re-pin the menu:

1. Hover your mouse over the three lines underneath the Adviser Online icon
2. Click the thumbtack icon Pin menu at the bottom of the menu. It will turn blue to indicate the menu is pinned again.

Adviser Online is now the single point of entry to Wrap Online. 

You can easily navigate to Wrap Online from Adviser Online. Log in to Adviser Online and select Go to from the side navigation menu, then click Wrap Online.