Please find here the procedure to synchronize data for your selected clients to the Online Portfolio Viewer.
- Go on Setup >> Manage Clients
-You can search the client >> mark the client >> choose Set online option from the toolbar >> Set Online.
Please select all the members of the family including the Group Leader, and mark them as ONLINE.
-Go on Setup>> Program Setting>> Application settings.
-Please click on the same, and enter the following details:-
Broker ID- ________
User ID- ________
-The Online Sync Option should be run daily. It will transfer the data for selected client to the online database automatically.
-You may do additional settings for the online viewer, using the menu options provided there. Do change your password frequently.