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Home page and Client-Entity Search

Jackie Katsianas
  • Updated

Home Page

When you log into m2AdvisorLite you will land on the Home page.

The Home page displays the Client-Entity search bar along the top and the Menu on the left.

Notifications and user details appear at top right.

Also at top right is the Home button. At any point while using m2AdvisorLite, you can click the Home button to return to the Home page.

Click the search icon in the Client-Entity search bar to select an Entity to view.

M2AO_Home_screen_first_login1.png

 

Client-Entity Search

Clicking the search icon in the Client-Entity search bar opens the Client-Entity search function.

Type in an account number, portfolio ID or part of a Client-Entity name to find an Entity.

Search results display Pending-Activation Entities in green, and Active Entities underneath.

M2AO_Search.png

Click any search result to access a view for that Entity.

Once you have selected an Entity, you can click any page from the Menu to see data for that Entity.

While viewing any page, the orange toolbar displays the active Entity for which you are viewing data.

For example, here is a view of the Portfolio Holdings for Client-Entity PRG0001:

m2A_Online_sample_view.png

 

 

Clicking the star next to the Client-Entity name in the orange toolbar stores that Entity as a Favourite.

You can pull up recently-viewed and favourite Entities by clicking the icon on the far right of the orange toolbar:

M2AO_recents_1.png

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