Alerts Summary - Broker Alerts

Broker account alerts indicate changes that a broker/dealer made to a model that they control.

The Alerts Summary page displays a summary of the alerts related to broker model changes. Select the radio buttons for all accounts or for only those accounts that have cross-references.

You can view alerts from multiple alerts simultaneously. Once you view alerts, you can perform actions (Save to PDF, Discard, Suppress) on up to 300 selected accounts across multiple acronyms simultaneously.

Note
When you select Alerts from the Alerts menu, the summary page for investment manager alerts appears by default. To toggle between summary pages for investment manager and broker alerts, select the appropriate option from the Search For drop-down list.

You can perform the following tasks from the Alert Summary page: