For advisors whose clients are eligible to receive quarterly reports from WBI, 2Q17 quarterly reports are now available through the Client Access portal. If you do not have an active User ID, please email firstname.lastname@example.org (ATTN: Jane Slama-Midgley and Kathy Butler) and ask that one be provided to you. Please note that for new clients that incepted an account(s) intra-quarter, their first report will be viewable next quarter.
Please note the below to help navigate through the new system:
From the main screen “Summary Account Value”, click on the “Documents” tab (upper right hand side) and all reports will appear below. Click on the magnifying glass in the “View” Column to view the reports. You can either scroll down the list of accounts or type in the requested name/last name of your client under “Account”.
Please note that each account will have a report, viewable by clicking on the client’s Account Name. If your client has several accounts and are householded together, there was 1 quarterly report generated for all, therefore each open account will show the same report: Ex: your client has 2 IRA’s, 2 individual accounts and 1 joint account that are householded. If you click on each account, it will produce the same householded report.