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Messages

The Messages tab displays pending Client Services messages for your account or, for multiple account structures, for the selected account. Pending Client Service inquiries include messages from Client Services in response to inquiry tickets. You can also view your messages in the Message Center, available from the Support screen.

To open messages

1. From any screen in Account Management, click the Notifications (bell) icon. The number on the icon shows you how many total unread notifications you have.

   A drop-down opens, showing how many unread Pending Items, Corporate Actions and Message you have.

   

2. Click Messages.

   The Messages screen opens.

3. You can open and view any message to view the details of the item. Click the View button for the message you want to view.
4. Click CONTINUE when you are done.