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 applies to Adviser Representatives (AR) only. If you are a client and wish to take any actions in this article, please contact your adviser or Netwealth.

How to search using quick search:

1. Login to your Netwealth account.
2. Click the "Search for a client" icon in the top banner, type in the account number or;
3. Click the arrow option, you can select from the following;
   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
4. Select the account you wish to view
   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. 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 arrow option, and select 'Advanced Search'.
4. Select either 'By account details' or 'By adviser or employer fund'.
5. Fill in the details and click search.
6. Select the account you wish to view
   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: 

• Search results are able to be sorted: Click on a heading to sort by that heading, including; Client number, Account number, Fund, Value and Available cash.
• Search results are able to be filtered: Click on the two boxes at the top of the search results to search by account types and account status types.