dianne.preece.0's avatar
dianne.preece.0
Valued Supporter
6 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...
advice execution
  • katrina.yung's avatar
    katrina.yung
    6 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 

     

katrina.yung's avatar
katrina.yung
Icon for Iress Team rankIress Team
6 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 

 

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions

Related Content