Infront Advisory Solution

Account profile

AS_account_portrait_EN.png

In the holder view, the holder's profile is shown below the navigation pane toolbar. The following information is shown, if available:

  • AS_icon_account_DE.png Type of securities account object (here: account)

  • Account name

  • Account number

  • Account holder

  • Account balance

  • Bank

  • IBAN of bank

  • The "Created on" date of the account from the account properties.

  • AS_icon_alert_DE.png Alerts

  • AS_icon_data_state_DE.png Data status