Overview

SmartOffice organizes investment account information using content links. From the Investment Account List, select an investment account and then click its content links, which are described in the following sections.

Investment Account Content Links

Note: The content links available to a user depend on the user rights and licenses assigned to the user. Users without the appropriate rights and licenses will not see some of these content links.

• Account Detail
• KYC
• Asset Allocation
• Account Performance
• Account Transactions
• Account Liabilities
• Letters/Documents
• Activity/Mail
• Account Custom

Viewing an Account's Positions

To view the positions linked to a particular investment account, select the account from the Investment Account List and then click the Investment Positions tab. For more information, see Working with Investment Positions.

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