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.