RIA Account Management

Manage one account or a thousand with ease.

The Account Management feature allows you to view and search through your client accounts in a number of simple ways. Account Search lets you find an account by name, tax id, or account number. The All Accounts page gives you a full list of all your client accounts. Recent Accounts shows your 50 most recently accessed accounts while Top Accounts lists your top 50 accounts by total account value.

Account Search

Account Search, which is available from every screen in eCustody, allows you to type a partial name, account number, or tax id and quickly locate an account. Simply click on the account name in the list to start working with that account…
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Account Search

All Accounts

The All Accounts tab lists all of your client accounts in an easy to view format. You can narrow down the list of accounts shown by using the Filter Bar. For example, you can show all the accounts that are in a particular city or find a specific account by phone number…
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All Accounts Overview

Recent Accounts

The Recent Accounts tab lists the top fifty most recently viewed accounts, sorted from most recent to least recent. You can further narrow down the list of accounts shown by using the Filter Bar. Double click on any account in the list to view that account. You can sort on any column by clicking the column heading in the grid…
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Recent Accounts List

Top Accounts

The Top Accounts tab lists the top fifty accounts sorted by total account value. You can further narrow down the list of accounts shown by using the Filter Bar. Double click on any account in the list to view that account. You can sort on any column by clicking the column heading in the grid…
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Top Valued Accounts

Account Groups

Account Groups let you name and organize your accounts by account type, value, or any criteria you desire. To create a group, simply click New Group from the Group List. The Group Editor allows you to add and remove accounts from the group. Using the Power Trade feature, you can purchase securities…
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Account Groups Feature