User Dashboard
ACCOUNT DASHBOARD — Portfolio Snapshot
ACCOUNT GROUP SUMMARY — College Accounts
SINGLE ACCOUNT SUMMARY — Bill's College Fund
ASSET TYPE SUMMARY — Technology
Trading
ABOUT TRADING
ORDER ENTRY — Active Trade
Tools
INVESTOR TOOLS
UNAUTHENTICATED
LOG IN
ABOUT US
CONTACT
Registration
STEP 1 — Enter Account Number
IN-LINE ERROR MESSAGING
STEP 2 — Select User Name and Password
STEP 3 — Security Questions
Profile
MY DETAILS
PREFERENCES — Multi-lingual
ACCOUNTS
NOTICES — Message Inbox
MY ADVISOR — Drop Down Tab
Site Administration
DASHBOARD
CONFIGURE SITE
ENTITY DETAILS
EXAMPLE CONFIGURATION
WHITE LABEL CUSTOMIZATION — Completely re-brandable for Financial Partners
BRANDING OPTIONS — Color Settings and Themes
COLOR PICKER — Close-up
THEME EXAMPLE
