dianne.preece.0's avatar
dianne.preece.0
Valued Supporter
3 months ago
Resolved

WealthSolver Balances/Aggregation

katrina.yung I've been asked why WealthSolver no longer automatically links to other client/partner member accounts in Balances/Aggregation. However, I can't find any information regarding a change t...
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  • katrina.yung's avatar
    katrina.yung
    3 months ago

    Hi dianne.preece.0 , 

    We have never had the aggregation amount automatically linked ,and it is expected behaviour as there are plans require user to manually adjust the aggregated balance. 

    User needs to select the linking pop up to complete the aggregation. 

    If there is a plan which is eligible to aggregate within the scenario, the plan will then be automatically selected in the pop up, and user needs to select save to allow the amount to be populated. 

    Best regards, 

    Katrina 

     

rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
3 months ago

Thanks for your question dianne.preece.0 and also looking forward to seeing a response.

I might also suggest you reach out to Iress support via Iress Connect here to see if they can help out too.

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