New HERE’S HOW IN 10 SIMPLE STEPS - Old Mutual Wealth · 2019. 5. 15. · PORTFOLIO SUMMARY HOW...
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HOW DO I ENSURE CLIENTS ARE LINKED TO THE CORRECT PORTFOLIO? HERE’S HOW IN 10 SIMPLE STEPS HOW THIS GUIDE WILL HELP YOU Once migrated to our new technology platform the names of your portfolios will begin appearing on client documentation, including, valuations, contract notes, statements and our online customer centre. It is important that your clients are therefore linked to the right portfolio prior to migration as it will become immediately visible to them after migration. Find out how to ensure clients are linked correctly with this guide. PLEASE NOTE: You will need to use Internet Explorer and have compatibility view mode enabled to access this part of the site.
Transcript of New HERE’S HOW IN 10 SIMPLE STEPS - Old Mutual Wealth · 2019. 5. 15. · PORTFOLIO SUMMARY HOW...
HOW DO I ENSURE CLIENTS ARE LINKED TO THE CORRECT PORTFOLIO?HERE’S HOW IN 10 SIMPLE STEPS
HOW THIS GUIDE WILL HELP YOUOnce migrated to our new technology platform the names of your portfolios will begin appearing on client documentation, including, valuations, contract notes, statements and our online customer centre. It is important that your clients are therefore linked to the right portfolio prior to migration as it will become immediately visible to them after migration. Find out how to ensure clients are linked correctly with this guide.
PLEASE NOTE:
You will need to use Internet Explorer and have compatibility view mode enabled to access this part of the site.
HOMEPAGE | PORTFOLIOS TAB | VIEW PORTFOLIOS | PORTFOLIO SUMMARY | LINKED CLIENTS | WORK WITH UNLINKED CLIENTS
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HOMEPAGE
HOW DO I ENSURE CLIENTS ARE LINKED TO THE CORRECT PORTFOLIO?
SCREEN 1: HOMEPAGE
1 Click on the Portfolios tab.
Note: You will need to use Internet Explorer and have compatibility mode enabled to access this part of the site.
HOMEPAGE | PORTFOLIOS TAB | VIEW PORTFOLIOS |PORTFOLIO SUMMARY | LINKED CLIENTS | WORK WITH UNLINKED CLIENTS
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PORTFOLIOS TAB
HOW DO I ENSURE CLIENTS ARE LINKED TO THE CORRECT PORTFOLIO?
SCREEN 2: PORTFOLIOS TAB
2 Select Review your portfolios.
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HOMEPAGE | PORTFOLIOS TAB | VIEW PORTFOLIOS | PORTFOLIO SUMMARY | LINKED CLIENTS | WORK WITH UNLINKED CLIENTS
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VIEW PORTFOLIOS
HOW DO I ENSURE CLIENTS ARE LINKED TO THE CORRECT PORTFOLIO?
SCREEN 3: VIEW AND REMOVE PORTFOLIOS
Note: Always ensure any linked clients have been unlinked from a portfolio before removing it.
You can also use the Page view options (bottom left of the portfolio list) to locate the portfolios
3 Use the search bar to locate your portfolio.
4 Click the Select radio button and then click the View option below to view the portfolio.
HOMEPAGE | PORTFOLIOS TAB | VIEW PORTFOLIOS | PORTFOLIO SUMMARY | LINKED CLIENTS | WORK WITH UNLINKED CLIENTS
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PORTFOLIO SUMMARY
HOW DO I ENSURE CLIENTS ARE LINKED TO THE CORRECT PORTFOLIO?
SCREEN 4: PORTFOLIO SUMMARY
Note: To link an account to a portfolio it must be unlinked from any other portfolio.
5 The number of linked clients will be displayed.
6 Select Work with linked plans to view and unlink accounts that are currently linked to the portfolio.
7 To link an account to a portfolio it must be unlinked from any other portfolio. To link the policy/polices to a portfolio select Work with unlinked plans.
HOMEPAGE | PORTFOLIOS TAB | VIEW PORTFOLIOS | PORTFOLIO SUMMARY | LINKED CLIENTS | WORK WITH UNLINKED CLIENTS
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LINKED CLIENTS
HOW DO I ENSURE CLIENTS ARE LINKED TO THE CORRECT PORTFOLIO?
SCREEN 5: LINKED CLIENTS
8 Tick the Unlink boxes next to any accounts you wish to unlink from the portfolio.
9 Click the Unlink option.
To link the policy/polices to another portfolio, use the same process and select Work with unlinked plans on the Portfolio Summary screen.
HOMEPAGE | PORTFOLIOS TAB | VIEW PORTFOLIOS | PORTFOLIO SUMMARY | LINKED CLIENTS | WORK WITH UNLINKED CLIENTS
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WORK WITH UNLINKED PLANS
HOW DO I ENSURE CLIENTS ARE LINKED TO THE CORRECT PORTFOLIO?
SCREEN 5: LINKED CLIENTS
10 Tick the boxes next to the account(s) you wish to link to the portfolio.
11 Click either Link and switch plans to link the account(s) and begin the process of switching the account(s) into the portfolio, or Link without switching to link the account(s) to the portfolio only.
Note: Selecting Link without switching will not switch the account(s) into the portfolio.
www.oldmutualwealth.co.uk
Please be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years.
Old Mutual Wealth is the trading name of Old Mutual Wealth Limited which provides an Individual Savings Account (ISA) and Collective Investment Account (CIA) and Old Mutual Wealth Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB).
Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.
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