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Knowledge Transfer: Financial Accounts

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Where can a user see all the financial account roles associated with the Client?

In the 'Accounts' tab within the Client record

In the Financial Account detail page

In the Financial Account Roles tab

Users can delete an 'Outside Scotia Wealth Management' Financial Account

In the 'Accounts' tab within the Client record

In the Financial Account detail page

In the Financial Account Roles tab

Which Financial Account does T3 and Risk Assessment related lists appear on for the user?

Private Investment Counsel

Scotiatrust

ScotiaMcLeod

Private Banking

Where can the user see all the Financial Account roles associated with a Financial Account?

On the 'Accounts' tab on the client record.

On the Financial Account Roles related list on the Financial Account details page.

Users are not permitted to view the complete list of Financial Account Roles associated with the Financial Account.

Private Investment Counsel users can edit certain fields on their Financial Account records.

On the 'Accounts' tab on the client record.

On the Financial Account Roles related list on the Financial Account details page.

Users are not permitted to view the complete list of Financial Account Roles associated with the Financial Account.

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