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Question 1 of 6
1. Question
How many major sections are in the Advisor Center to help you manage different types of work?
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Question 2 of 6
2. Question
Which one of these sections is NOT a part of the Accounts Section?
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Question 3 of 6
3. Question
You don’t have to create a new Master Account to view data for multiple accounts.
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Question 4 of 6
4. Question
You can use the Master Account to establish new account preferences like statement preferences or cost basis.
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Question 5 of 6
5. Question
You can NOT use the Master Account to group accounts by specific client segments – friends and family or employees for example.
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Question 6 of 6
6. Question
You can use the Master Account to separate accounts so third parties, like money managers, can access some but not all accounts.
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