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Welcome to ENV 2 Insider, your monthly e-newsletter for quick tips on how to take advantage of your new, robust platform. |
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Tip of the Month Keep Track of Your Tasks Want to make sure that you complete the actions that are required of you? Now you can stay organized and keep your tasks top of mind by adding them to your Desktop. |
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Move it to the top of the page if you desire and have the list of items you need to take action on displayed front and center upon login.
Feature Spotlight Simplified Trade Execution Submitting trades on multiple accounts has been made easier. From the Manager tab under Trade Generation, view a list of your client portfolios and the related information for each teed up to be modified. On ENV 2, you can use the checkboxes next to the portfolio to indicate which ones you want to submit at once for a specific trade operation. You can also choose to globally submit all trades regardless of custodian once trades have been recommended.
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| The information and analysis expressed herein is for general and educational purposes only and is not intended to constitute legal, tax, securities, or investment advice. The graphical illustrations contained herein do not represent any client information or actual investments. The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. Envestnet makes no representation that the information provided is accurate, reliable or error-free. Envestnet reserves the right to add to, change, or eliminate any of the services listed herein without notice. FOR ADVISOR USE ONLY - NOT FOR PUBLIC USE |
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