If you choose to allow automatic WealthPoint Data Refreshes - by clicking the Enable Data Refresh option displayed on the explorer bar of the Wealth and Ratings Data page - any data refreshes added to the selected record are displayed on the WealthPoint Data Refresh Notification screen.
For individual prospects you access the WealthPoint Data Refresh Notification screen, by clicking Data Refresh notifications on the Wealth Summary tab of the prospect's Wealth and Ratings page.
Note: For information about enabling data refreshes, see Disable/Enable Wealth Updates.