We’re focused on making your Adviser Online experience quick and simple. To support this, we’ve developed a new way for you to search your accounts with the integration of Global Account Search.
Search anywhere, anytime
We understand the importance of finding things fast. The Global Account Search bar makes accounts easy to find and is easy to use – you can now search for all accounts anywhere on Adviser Online.
Listed results
The Global Account Search bar will appear at the top of every page, ready to deliver results as soon as you start typing.
When you start to type in the Global Account Search bar, your results will be pooled and displayed to you in a list format.
Quick Account Details access
To ensure your search is streamlined, you’ll be directed straight to the Account Dashboard page when you select an account from the results list.
Alternative search options
You can still search for accounts via the main navigation. Simply select ‘Clients’ from the side panel and then ‘Accounts’. You’ll then land on the main search page.
Need help?
If you’d like further support or training on Adviser Online, please register for one of our webinars below or speak to your relationship manager.
Session 1: Friday, November 8, 2019 at 2pm (Sydney, GMT+11:00)
Register here
Session 2: Monday, November 11, 2019 at 2pm (Sydney, GMT+11:00)
Register here
