Other ACTION buttons and ACCOUNT SUMMARY drop-down menu

Under the heading of the client Overview window, there are other ACTION buttons that you can use.

From the action buttons you will be able to either print a Portfolio Report for your client, see Client Info, view Transactions or Print Transactions for a specific date range, see Asset Mix of Client ROR and also create New Order(s) and verify your Order Status for this client.

Just beside those action buttons, on the left side of the screen, there is a drop-down list that will allow you to view even more information on your client.