Add/Modify Account-Producers

From the View Client With Investment Accounts Screen, click on the Add Action Button OR from the View Account With Investments, click on the "+" button next to the Account Number.  To Modify an Account, highlight the account on the View Client With Investment Accounts Screen, and click on the Modify Action Button.  Then click on the Producers Tab.

Add/Modify Account-Producers Overview

The Producers Screen is designed to allow you to enter the name of the Rep or Advisor.  These producers are slightly different from the Primary Producer associated with the Client's name record.

Producer Names & Downloads

The account's producer is important because it helps identify the account being downloaded.  This field is maintained by downloads or it can be entered manually.  It should not be left blank.

Producers

Click on the field to look up the name in the database. See How To Add A Producer below for adding new producers.

Managers

Managers are supervisors who may share in the production commissions.  A manager's name must be on the producer list in order to enter it here.

Split 1st Year / Renewal (Subsequent Years)

Advisors Assistant does not track investment commissions at this time, but you can use these fields for reference.

How To Add A Producer

If you've designated a Primary Producer for the Investor's name record, that producer's name will show as Producer #1.

How To Add A Producer

Adding producers is controlled by Advisors Assistant Security Rights Management.  You must have the proper database authorization in Advisors Assistant to add producers.  You can add a producer to the account you're setting up just by clicking on the Browse Button () next to a blank producer or manager.

Producer Lookup Screen

To add a producer to the Producer Lookup List, follow these steps:

1.	Click on the Browse Button () next to an empty producer or manager field.

See Also

Adding Names