Advisors can securely co-browse into the client experience to manage individual client accounts. As the advisor, you can take the following actions on behalf of your clients:
- Add taxable goals
- Add joint taxable goals
- Access information on account balances and returns
- Create ad hoc deposits or withdrawals
- Schedule automatic deposits or withdrawals
- View portfolio details
- View portfolio performance
- Adjust allocations
- Adjust portfolio strategy
- Access account activity, statements, and tax forms
Currently, advisors cannot open new legal accounts on behalf of clients or add or remove bank accounts on behalf of clients. These accounts include IRAs, trusts, and joint accounts.