Advanced Account Search

If entitled:

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Overview

From Accounts window, you can perform an advanced account search, which incorporates the use of additional criteria. If you want the advanced account search results to remain open while you work with other platform windows, you can minimize the window and then redisplay it when you need to continue to work with the list of accounts.

After you have applied the criteria and have a list of accounts, you can create a new FBT Group using the selected accounts.

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Searching Using Advanced Criteria

  1. Select the Accounts button. The Accounts window opens.

  2. Select the Advanced Search link. The Advanced Account Search window opens.

    If you have previously used the advanced account search during this platform session, the last search criteria and results display on the window.

  3. Select the criteria for the search. Based on your selection, an additional field displays to enter the value. For example, to search for accounts where the primary account holder age is greater than or equal to 50, select Age, select the operator >=, and enter 50 in the text box.
  4. To add more criteria, up to five, select the Add Criteria link.
    OR
    To remove a criterion, select the Remove link on the row.
  5. To sort the results of the search, in the Sort results by drop-down list, select a sort option. The default is by Account # in ascending order.

  6. Select the Search button.

    The results of your search display. An error message displays if there are no matching accounts or if the search returns over 2,000 accounts. You can sort the list by selecting a column header that displays in blue text. Select again to reverse the sort order.

  7. To reset the window, select Reset Search. All settings and the list are cleared and the window resets to its initial settings.
  8. To view account information for a listed account, select an account and select an option from the menu.

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Creating a New Group

You can create a group containing all or some of the accounts in the advanced account search results.

  1. To select an individual account, in the column to the left of the account, select the check box.
    OR
    To select all accounts in the list, to the left of the Account # column header, select the check box.

  2. Select the Add to New Group button. The Add New Group window opens.

    Go to: Adding a New Group

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Column Definitions

Column Definition
Account # The number of the account.
Custom Short Name

The user-defined custom short name of the account. The custom short name of the account defined on the Account Summary (Custom Profile) window. This displays as a search option and a column in the accounts list if you selected to display the custom short name.

NOTE: If custom short name is not displayed, it cannot be used as an advanced search criterion.
FBSI Short Name

The short name of the account defined in FBSI. This displays as a search option and a column in the accounts list if you selected to display the FBSI short name.

NOTE: If FBSI short name is not displayed, it cannot be used as an advanced search criterion.
Primary Owner The name of the primary account holder.
Registration The registration on the account.
Account Source

The source for the account:

NFS
Cash Available The cash available in the account as calculated intraday.
Total Account Value This is the total value of all assets in the account held at National Financial Services LLC (NFS), not including Insurance & Annuities and Other Away Assets.

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