Retrieve WealthPoint Search Results

From the WealthPoint Search History tab on the Wealth And Ratings Data page, you can track the search process, watching for the “Results ready” status to appear in the WealthPoint unresolved searches grid, confirming that your results are ready. You can then access the search results by selecting the item in the grid and clicking Retrieve results. After you retrieve the results, the search item is moved to the bottom half of the page into the WealthPoint resolved searches grid. For more information about the Wealth And Ratings Data page, see View List of WealthPoint Searches.

 

 

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