How do I use the client search function?

Netwealth uses a client search function to help you navigate all your clients accounts from your login. This guide will walk you through how to utilise the tool and how it benefits you as a financial adviser working with your clients. 

This article is intended for use by Adviser Representatives only and is provided for adviser operational purposes. It is not designed for, and must not be relied on by, clients. Clients should not act on the information in this article and should contact their Adviser Representative or Netwealth at [e-mail] for information relevant to their circumstances.

How to search using quick search:

1. Login to your Netwealth account.
2. Click the Search for a client icon in the top banner.
3. Enter an account number in the search field, or click the dropdown arrow to access additional search options.
4. Select one of the following search categories;
   1. All clients
   2. Last 20 clients
   3. Top 10 by Available Cash
   4. Top 10 by Portfolio Value
   5. Bottom 10 by Available Cash
   6. Bottom 10 by Portfolio Value
   7. Less than or equal to 1% of cash
   8. Greater than or equal to 90% of cash
5. Select the account you wish to view
6. Choose one of the following options:
   1. Click the username to open the client's Personal Details page.
   2. Click the account name to open the client's Portfolio page.
   3. Click the pop-out icon (two rectangles) to view Signatory Requirements and Authorised Representative Status. Please note this will not be available if there is only one search result.

The default result will show any open accounts that meet the criteria. Select the "Open Accounts" box to filter the results by account type, including: all account status, open accounts, no accounts or closed accounts.

How to search using advanced search:

1. Login to your Netwealth account.
2. Click the Search for a client icon in the top banner.
3. Click the dropdown arrow and select Advanced Search.
4. Select one of the following search methods:
   1. By Account Details 
   2. By Adviser or Employer Fund
5. Enter the relevant search criteria and click Search..
6. Select the account you wish to view.
7. Choose one of the following options:
   1. Click on the username to be brought to the personal details page of the client profile.
   2. Click on the account name to be brought to the portfolio page of the client profile.
   3. Click on the pop-out icon (two rectangles) to open the signatory requirements and authorised representative status.

Helpful Tips

Sort Search Results

To sort results, click a column heading. Results can be sorted by:

• Client Number
• Account Number
• Fund
• Value
• Available Cash

Filter Search Results

Use the filter options at the top of the search results to refine results by:

• Account Type
• Account Status