Beginning February 20, 2018, Advisors who integrate with Fidelity WealthscapeSM can offer their traditional clients access to Client Site Brokerage Alerts. In an effort to create a more uniform and integrated experience for an advisor’s entire client base, Traditional clients will have access to the same Brokerage Alerts as those currently only available to AMP, or digital, clients.
What are Brokerage Alerts?
The Fidelity WealthscapeSM Investor platform’s Alert Management feature allows investors to view and manage the alerts generated by functions such as Account Maintenance, Account Opening, Money Movement, and Transfer of Assets.
These alerts are created and maintained in the Wealthscape Investor platform. eMoney simply provides an access point for a client to view the alerts from within their Client Site.
How do the Alerts work?
The Brokerage Alerts are found in the same location as the existing alerts option for the client, which is within the bell icon on the Client Site.
Clicking on the Brokerage Alerts option will launch the Alert Management feature in eMoney, allowing the client to view, filter, and maintain their brokerage alerts.
Note: Alerts are not visible when the client is being impersonated.
These alerts are managed for linked Fidelity clients through the Manage Client Website feature in eMoney under Brokerage Settings.
Stay tuned for more on brokerage alerts scheduled to release for traditional clients next month!