Starting Friday, December 16, 2022, Advanced Account Search will be replaced in Wealthscape, and you will be re-directed to Worklists instead.
The new label for Advanced Search will be ‘Worklists (Advanced Search)’.
When you click on ‘Worklists (Advanced Search)’ link, Worklists will launch from sidebar panel and you will be able to search with a more exhaustive criteria list which includes all the criteria currently available in Advanced Search.
Notable features of Worklists are:
- You can save and delete Personal Worklists
- Increased number of search criteria
- Up to 20 Registered Representative (RR) Codes for your search
- If you are entitled to Fee-Based Tools and specify a Security in a Worklist, Security Cross Reference pre-populates with this Security in context when it opens
- Introduction of new account navigation menu consistent with Wealthscape
- Sortable and customizable columns for results
- The information within Worklists is intraday
TC130396(1222)1