How do I check accounts submitted?

1.pngOn the vertical navigation menu, under Adviser home, click Work in progress.

2.pngUnder the horizontal menu, click Onboarding, then Submitted applications.

3.pngYou have the ability to search for the submission by utilising the Search tool.

4.pngWhen you have searched for the submission, you can identify the date the account was submitted, account number and name and days since submission.

You can also leave a Note that will be saved and can be viewed in future. 

 

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