Overview

- Search for accounts
- Search using an account number
- Search using basic criteria

- All tab is shown
- All tab is not shown
- Select an account
- Return to recent accounts

- Change the view mode (If entitled)
- Sort accounts
- Customize the window

Overview

After you locate an account, navigate to other features to which you are entitled. The selected account becomes the account used for all account-related windows until you select another account.

The links that display on Account Search are based on your entitlements and how you choose to 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.
  • If your ID is associated with more than 2,000 accounts, no accounts display until your search retrieves 2,000 or fewer results.
  • The All tab indicates in parentheses the number of accounts you are authorized to access.
• Results: Lists the most recent set of search results. This tab is not available until after you have performed a search. These results remain even when you navigate away from Account Search and then return.v

Note: When searching for an account using either an account number or SSN/TIN, hyphens are not required.

Search for accounts

If you already know the account number, select 1 of the Account # search options and enter the account number. The search option that displays by default when you open Account Search is referred to as the primary search criteria. You can select a different primary search criteria as the default.

Use Worklists or Advanced Search to search across your accounts using advanced criteria.

Search using an account number

If you already know the account number, select an account number search option and enter the number.

1. From the sidebar, select the Account Search icon.

2. Select a search option and enter the 9-digit account number:

   • Account # or Primary Account Holder
   • Account # or FBSI Short Name
   • Account # or Custom Short Name

3. 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 using basic criteria

Search for your authorized accounts using basic search criteria:

• Primary account holder
• Custom short name
• FBSI short name
• SSN of primary account holder, or TIN for the account

Authorized to 2,000 accounts or fewer

When you have chosen to display 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.

Authorized to more than 2,000 accounts

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.

Secondary search criteria

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.

All tab is shown

Use this procedure to search when:

• All tab is displayed.
• ID is associated with 2,000 accounts or fewer.

1. From the sidebar, select the Account Search icon.

2. 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 2 characters.
     • Except for SSN/TIN, which requires a full 9-digit number.

3. Enter a value.

   • Only accounts that contain the characters you entered display.
   • To refine the results, enter additional characters.

4. To enter secondary search criteria, if enabled, select an option and enter a value:

   • RR1: Enter the 3-character RR1 code.
   • RR2: Enter the 3-character RR2 code.
   • Agency: Enter 1 or more characters of the Agency name, up to 8 characters.

5. Select Search or press Enter.

6. To return to the list of all your accounts, select All.

All tab is not shown

Use this procedure to search when:

• All tab is not displayed.
• ID is associated with more than 2,000 accounts.

1. from the sidebar, select the Account Search icon.

2. 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 2 characters.
     • Except for SSN/TIN, which requires a full 9-digit number.

3. To enter secondary search criteria, if enabled, select an option and enter the full value (partial values are not allowed):

   • RR1: Enter the 3-character RR1 code.
   • RR2: Enter the 3-character RR2 code.
   • Agency: Enter 1 or more characters of the Agency name, up to 8 characters.

4. Select Search or press Enter.

   • A message displays if more than 2,000 accounts are found.
   • To refine the results, enter additional characters.

Select an account

In the Account # column, select a link. The account-related window you most recently viewed opens. Otherwise, Account Positions opens. After you select an account, the account displays to your list of recent accounts.

To navigate to a specific account-related window, in the Menu column, select an Arrow and choose an option. The availability of options in the menu depends on your user entitlements.

Return to recent accounts

After you select an account, it displays to a list of your recent accounts. This list displays up to 100 accounts that you viewed during your current session. The most recent accounts sort to the top of the list.

To return to recent accounts, select Recent.

Change the View Mode

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:

• When accessed on a mobile phone, the window defaults to List View.
• If you pin the window to the sidebar, it displays in List View.
• Your last selected view mode is retained as a preference the next time you sign in.

To change how the window displays, do 1 of the following:

• In Grid View, select the List icon.
• In List View, select the Grid icon.

Sort accounts

The All list and the Results list sort 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.

To sort accounts, do 1 of the following:

• In Grid View, select a column header, except Menu.
• In List View, from the Sort By dropdown, select a sort option.

Customize the window

If entitled, select a default search option to display upon opening Account Search, hide the All tab, enable secondary search criteria, and hide closed accounts.

Show the All Accounts list

Upon opening Account Search, it is recommended to display all your accounts for users with 2,000 accounts or fewer. If you have a larger number of accounts, hide the All tab to improve the performance of the Account Search.

Hide closed accounts

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 as:

• A Closed Account Restriction, such as Q1, is added to account.
• An ampersand (&) is in the first position of the FBSI Short Name, such as &Davis.

1. Above the grid, select the Gear icon.

2. Do any of 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 tab, 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 checkbox.

   To hide closed accounts:

   • Select Accounts.
   • Select Hide Closed Accounts.
   • To show closed accounts, clear the checkbox.

3. Select Save & Apply All.

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