Participant View
Nathan Advisor
Wealth Advisor
06/26/2014
My Book of Business - Nathan Advisor
PIN
Date of Birth
Last Remitting Employer
City
9845934
03-08-1950
University of California
State
Total Assets
Total Held Away
Naviplan
IXI Assets
Name
Berkeley
CA
$1,032,029.00
$234,032.00
$784,213.00
Patricia Pension
Activity View
+ SHOW SIDE COLUMN
9845934
03-08-1950
Harvard
Cambridge
MA
$1,032,029.00
$234,032.00
$784,213.00
George Savemore
9845934
03-08-1950
Yale
New Haven
CT
$1,032,029.00
$234,032.00
$784,213.00
John Jones
9845934
03-08-1950
University of Nebraska
White Plains
NB
$1,032,029.00
$234,032.00
$784,213.00
Jake Smith
9845934
03-08-1950
Cal Poly Technical
San Luis Obispo
CA
$1,032,029.00
$234,032.00
$784,213.00
Bobby Brady
9845934
03-08-1950
ABC University
Rodchester
CA
$1,032,029.00
$234,032.00
$784,213.00
Jean Simmons
Opportunity View
Book Summary As Of dates may vary by Product
Alerts
Notifications
Delivery Date
Type
Retention
06/22/2014, 8:20 am
Shared File
06/22/2014, 8:22 am
Recipient
Nathan Advisor
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
Alerts
Retention Alert!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
Participant Communications - Patricia Pension
X
Alerts
Notifications
Participant Communications - Patricia Pension
X
Delivery Date
Type
Age 69.5
06/22/2014, 8:20 am
Age 69.5
06/22/2014, 8:22 am
Recipient
Nathan Advisor
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
Notification
Participant is Turning Age 69 1/2
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
Alerts
Notifications
Shared Files
Participant Communications - Patricia Pension
X
Alerts
Notifications
Participant Communications - Patricia Pension
X
Delivery Date
Type
Age 69.5
06/22/2014, 8:20 am
Age 69.5
06/22/2014, 8:22 am
Recipient
Nathan Advisor
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
Notification
Participant is Turning Age 69 1/2
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
Alerts
Notifications
Delivery Date
Type
Retention
06/22/2014, 8:20 am
Shared File
06/22/2014, 8:22 am
Recipient
Nathan Advisor
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
Alerts
Retention Alert!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
Participant Communications - Patricia Pension
X
Alerts
Notifications
Shared Files
Participant Communications - Patricia Pension
X
Alerts
Notifications
Participant Communications - John Jones
X
Delivery Date
Type
Age 69.5
06/22/2014, 8:20 am
Age 69.5
06/22/2014, 8:22 am
Recipient
Nathan Advisor
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
06/21/2014, 5:10 am
Age 69.5
Nathan Advisor
Notification
Participant is Turning Age 69 1/2
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
Alerts
Notifications
Delivery Date
Type
Retention
06/22/2014, 8:20 am
Shared File
06/22/2014, 8:22 am
Recipient
Nathan Advisor
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
06/21/2014, 5:10 am
Shared File
Nathan Advisor
Alerts
Retention Alert!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean euismod bibendum laoreet. Proin gravida dolor sit amet lacus accumsan et viverra justo commodo. Proin sodales pulvinar tempor. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
Participant Communications - John Jones
X
Alerts
Notifications
Shared Files
Participant Communications - John Jones
X