You can view client account information such as the investment objective, whether or not an ACH relationship exists, the beneficiaries on an account, cost basis info, view transaction history, etc.
You can access account information one of two ways
Select the “Client” section on the left hand menu
Search your client’s name either in the global search bar or in the “Client Name” search bar. You can also search by the account number.
Click the blue hyperlinked account number for the account you’re trying to access information about
OR
Select the “Pipeline” tab on the left hand side
Search your client’s name in the search bar
Click their hyperlinked name
If you are not taken directly to their accounts tab, click “Accounts” in the ribbon at the top of your screen
Click on the account you’re trying to access information about
Within this accounts view, you can view account details, but you can also:
View account allocation
View account level performance
View client information
View account information (investing objective, time horizon, etc.)
Adjust account settings
Update cash settings
Apply security constraints
Adjust rebalancing settings
Apply or change a fee structure
Initiate account transfers
View and edit recurring account transfers
Access and download account documents. Documents include:
Monthly investment statements (typically generated within 1-2 business days of the 7th of each month)
Trade confirmations
Tax forms, and
Performance reports
Please note: at this time, each time you generate a performance report, it is automatically sent to the client’s documents tab.
If you need any additional assistance, you can contact your Zoe relationship manager or the Zoe Client Success team at [email protected] or 646-264-449.