Worklists is a new feature of Wealthscape enabling you to display a list of accounts in your book of business by established criteria.
The three default Worklists provided by the system are Accounts Holding a Security, All Managed Accounts, and Cash Available to Trade. You can also create and save Personal Worklists. This will be particularly helpful when it is time to review available cash in your client accounts prior to fees being charged, SWPs running, and monitoring overall cash levels in accounts.
You can create, save, edit, and delete Personal Worklists.
The information within Worklists is intraday.
You can designate multiple Rep Codes as the criteria (up to 20).
Please reference IN21W-229 for additional information.
Questions? Give ESI Brokerage Operations a ring at 1-800-344-7437.
TC123802(1021)1