- Search for Accounts
- Select an Account
- Return to Recently Viewed Accounts
- Change the View Mode (If entitled)
- Sort Accounts
- Refresh the Window
- Customize the Window (Includes hide closed accounts)
After you locate an account, navigate to other features to which you are entitled. The selected account becomes the account in context for other windows you open.
Links that display on the Account Search window are based on your entitlements and how you choose to customize the window (Customize the Window):
Recent
Lists up to 100 accounts that you viewed during the current session. The link becomes enabled only after you have selected an account.
All
Lists accounts within your firm to which you are authorized. This displays only if you customize the window to Show the All Accounts List.
If you choose not to show the All list, when Account Search opens, accounts do not list in the window. You still have access to all your accounts, yet without having to view your entire list. Additionally, if your ID is associated with more than 2,000 accounts, accounts do not list until your search retrieves 2,000 or fewer results. The All link indicates in parentheses the number of accounts you are authorized to access.
Results
Lists the most recent set of search results. This link is not available until after you have performed a search. These results remain even when you navigate away from Account Search and then return.
Since the Search window is used to search for accounts, clients, and groups, you can select a default search option that prefills upon opening the window. (Customize the Window)
- Search Using an Account Number
- Search Using Basic Criteria
- Search Using Advanced Criteria
Note
When searching for an account using either an account number or SSN/TIN, hyphens are not required.
If you already know the account number, simply select an account number search option and enter the number.
On the sidebar, select the Account Search icon.
From the drop-down list, select a search option and enter the nine-digit account number:
Account # or Primary Account Holder
Account # or FBSI Short Name
Account # or Custom Short Name
Select Search or press Enter.
If an exact match is found, the account-related window you most recently viewed opens. Otherwise, Account Positions opens.
Search for your authorized accounts using basic search criteria:
When you have chosen to show the All link and you are authorized to 2,000 accounts or fewer, a type-ahead feature is available. As you enter a search value, the list dynamically filters to include only those names or numbers that "contain" or "start" with the characters that you enter.
When you are authorized to more than 2,000 accounts, your list of accounts does not automatically display until your search retrieves 2,000 or fewer results.
Refine your search by including secondary search criteria: RR1, RR2, or Agency. When your search includes secondary criteria, results must match all values that you enter. As an alternative, you can choose not to show secondary criteria. (Customize the Window)
- Search When All Link is Shown
- Search When All Link is Not Shown
Use this procedure to search when:
On the sidebar, select the Account Search icon.
Select a search option:
Account # or Primary Account Holder
Account # or FBSI Short Name
Account # or Custom Short Name
Primary Account Holder SSN/TIN
Enter full or partial information, at least two characters. If you chose Primary Account Holder SSN/TIN, enter the full nine-digit Social Security number.
The list filters to include only those accounts where the number or name includes the characters that you entered.
To enter secondary search criteria, if enabled, select an option and enter a value:
RR1
Enter the three-character RR1 code.
RR2
Enter the three-character RR2 code.
Agency
Enter one or more characters of the Agency name, up to eight characters.
Select Search or press Enter.
A Results indicator shows the number of matched accounts.
To return to the list of all your accounts, select All.
Go to: Select an Account
Use this procedure to search when:
On the sidebar, select the Account Search icon.
From the drop-down list, select a search option and enter a value:
Account # or Primary Account Holder
Account # or FBSI Short Name
Account # or Custom Short Name
Primary Account Holder SSN/TIN
Enter full or partial information, at least two characters. If you chose Primary Account Holder SSN/TIN, enter the nine-digit Social Security number.
To enter secondary search criteria, if enabled, select an option and enter the full value (partial values are not allowed):
RR1
RR2
Agency
Select Search or press Enter.
A Results indicator shows the number of matches. A message displays if the search retrieves more than 2,000 accounts. To refine the results, enter additional characters in the search box.
Go to: Select an Account
After you select an account, the account is added to your list of recently viewed accounts. (Return to Recently Viewed Accounts)
In the Menu column, select the arrow and choose an option from the menu that displays.
or
In the Account # column, select a link. The account-related window you most recently viewed opens. Otherwise, Account Positions opens.
Note
The availability of options in the menu is based on your user entitlements.
After you select an account, the account is appended to a list of recently viewed accounts, up to 100. This list is saved during the current session. The list is sorted in the order in which the accounts were selected, with the most recently viewed account at the top.
Select Recent.
If entitled, easily switch from Grid View to List View when you need a more compact view of the accounts. In List View, there are no column headers; fields display in the following arrangement:
| Account # (Reg)
Primary Account Holder |
FBSI Short Name or SSN/TIN
Total Account Value |
Menu |
In Grid View, select the List icon.
or
In List View, select the Grid icon.
The All list and the Results list are sorted based on your default search option, whether that criterion is used for the search or not. For example, if the search option includes primary account holder or FBSI short name, the list sorts on the Primary Account Holder or FBSI Short Name column.
If you choose Primary Account Holder SSN/TIN as the search option, the SSN/TIN column displays.
In Grid View, select a column header (except for Menu).
or
In List View, from the Sort By drop-down list, select a sort option. (Change the View Mode)
When the window is refreshed, the following changes occur:
Note
The Refresh icon is available only when the All link is shown. (Customize the Window)
Select the Refresh icon.
If entitled, select a default search option to display upon opening Account Search, hide the link to the All (accounts) list, enable secondary search criteria, and hide closed accounts.
Displaying all your accounts upon opening Account Search is recommended for users with 2,000 accounts or fewer. If you have a larger number of accounts, hiding the All link can improve the performance of the Account Search window.
Eliminate closed accounts from your search results. This simply hides closed accounts returned as part of an account search; this does not delete closed accounts. Easily switch back to show closed accounts when ready. Closed accounts are identified by the following:
Above the grid, select the Customize (gear) icon.
Do the following:
To select a default search option:
- Select General.
- Choose an option, such as Account # or FBSI Short Name.
To show the All (accounts) link:
- Select Accounts.
- Under Show the All Accounts List, select Yes.
- To hide the link, select No. Refresh is now unavailable.
To show secondary search criteria:
- Select Accounts.
- Select Show Secondary Search Criteria.
- To hide the secondary search criteria, clear the check box.
To hide closed accounts:
- Select Accounts.
- Select Hide Closed Accounts.
- To show closed accounts, clear the check box.
Select Save & Apply All.
| Field | Definition |
|---|---|
| Account # | The account number. This column is always in the first position. |
| Custom Short Name | The user-defined short name used as an abbreviation for the full registration name. |
| FBSI Short Name | The short name of the primary account holder. When selected as a search option, this column moves to the second position and is the default sort. Note
|
| Primary Account Holder | The name of the primary account holder (last name, first name). When selected as a search option, this column moves to the second position and is the default sort. |
| Registration | The registration type of the account, such as Individual (I). |
| SSN/TIN | The SSN of the primary account holder or the TIN for the account. The SSN or TIN is masked; only the last four digits are visible. Note
|
| Total Account Value | The total assets minus total liabilities of the account. This amount includes the net market value of all positions held long or short in the account minus any outstanding debit balance, any amount required to cover short option positions that are in-the-money, and the total amount of any securities you loaned, if entitled. |
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