Navigator Day 1 Review

Which party does NOT use Navigator ?

• Advisors

• Clients

• Assistants

• Advisor Servicces

Who does NOT need to pay for the Navigator fees?

• Advisors

• Unlicensed Assistants

• Licensed Assistants

Which system would you use to check if a "works for" relationship has been established?

• SMARTDOX

• NAVIPLAN

• AADB

• PUREFEES

If someone is trying to do a global edit and can’t, what could be a possible reason?

• H/O city filter not selected

• Relationship Record Type filter not selected

• Total Investments filter not selected

• They are using LIVE environment instead of sandbox

Which rule does NOT apply to merging relationships?

• One CIF has to be inactive

• Clients should have different dealer rep codes

• Different households can be merged

Where can you see transactions in Navigator?

• Financial Accounts Tab

• NFR

• Navigator Reports

What is the procedure to establish a works for relationship?

• Have the Branch submit a New access request form to Transitions

• Tell the branch to update Navigator with the Assistant's information

• Send the request to SS

The Market Value details in Navigator are as of yesterday’s trade date.   

• True

• False

Mike updates a client's information in Navigator. The changes sync to R-Broker overnight. True or False.

• True

• False

Deleting a member from a relationship group/household will delete the relationship.  

• True

• False