Go to the Manage Client option in the Setup menu
In the Manage Client screen,
- You can select the Relationship Manager and/or the Sub broker
- You can filter by group or filter by applicant and
- Enter the Name of the client
- Then press OK
After clicking on ok button you will get the client list in the results portion of the screen.
Here you can either mark each client individually or check the Mark all box.
After choosing the clients click the Set Online radio button at the bottom of the screen. Now, press the Set Online button as shown.
Now selected clients are ready to be taken online. Press the Online Sync button on the Main menu.
Press OK on the pop box and your client data will synchronize with your Online Portfolio Viewer.