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Knowledge Transfer: Financial Accounts

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Where can a user see all the financial account roles associated with the Client?
In the 'Accounts' tab within the Client record
In the Financial Account detail page
In the Financial Account Roles tab
Users can delete an 'Outside Scotia Wealth Management' Financial Account
In the 'Accounts' tab within the Client record
In the Financial Account detail page
In the Financial Account Roles tab
Which Financial Account does T3 and Risk Assessment related lists appear on for the user?
Private Investment Counsel
Scotiatrust
ScotiaMcLeod
Private Banking
Where can the user see all the Financial Account roles associated with a Financial Account?
On the 'Accounts' tab on the client record.
On the Financial Account Roles related list on the Financial Account details page.
Users are not permitted to view the complete list of Financial Account Roles associated with the Financial Account.
Private Investment Counsel users can edit certain fields on their Financial Account records.
On the 'Accounts' tab on the client record.
On the Financial Account Roles related list on the Financial Account details page.
Users are not permitted to view the complete list of Financial Account Roles associated with the Financial Account.
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