- Log in to Adviser Online
- Select Download client list from the Adviser Online dashboard
The client list will contain all clients and related parties, including authorised signatories, linked to accounts that you have visibility of in Adviser Online. This information is updated overnight.
The dealer/adviser filter dropdown on the Adviser Online dashboard will similarly contain all dealer/adviser codes you have visibility of in Adviser Online. All available codes are selected to be included in the client list file by default. You can use this filter to choose codes to refine the scope of clients and related parties you want to include in the client list file download.
Note: You'll only have the ability to filter by adviser codes if you have adviser-level visibility on Adviser Online, and by dealer codes if you have dealer-level visibility.