To use Junxure® with Schwab OpenView Gateway™, client account numbers must be listed in Junxure on the Accounts/Assets Tab.
Once you click Import Accounts from SAC on the Schwab OpenView Gateway configuration window, a second window appears, giving users the option to view either all accounts or only those added since the last update. Select one option and click Get Accounts. <![CDATA[ ]]>
Based on your selection, accounts will be imported into Junxure. However, any account numbers that can not be matched to a record in Junxure will appear in a missing accounts list (See image below). Use this list to add these accounts to the appropriate client record in Junxure.
SAC Account Numbers Not in Junxure:
Adding Accounts
To add accounts to a client record in Junxure from the list above, from the top right menu, click Add Accounts > Add by Client or Add Accounts > Add by SSN
Add by SSN - will attempt an auto-match to accounts numbers by locating a client’s SSN entered into both Junxure and your portfolio management software. Note: For any accounts that are not matched by Add by SSN you will need to use the Add by Client feature.
Add by Client - useful if no SSN matches your search. For this option, select the account from the search results that appear in the grid and click Add Accounts > Add by Client.
The Search for a Client screen opens. You may use the Search for Last Name field to search for the client. The grid will fill with contacts matching your search criteria. Double click on the client record to match the account. Once matched, that account number disappears from the grid.
You have matched accounts to a client record in Junxure.
Optional Step: Adding Exclusions
You may have accounts in on your missing accounts list that you do not want to import into Junxure, and you would like to remove them from your missing accounts list. To exclude these accounts:
1. Select the account and then click Exclusions > Exclude Selected Account. This will remove the account from your missing person list in future imports.
2. You may also view and edit your list of currently excluded accounts by clicking Exclusions > Edit Exclusions.
3. To include an account that has been previously excluded, select the account and click Remove Selected Exclusion. This account will now show on your missing accounts list or you can add it to a client record using the Add Account instructions in the previous section.
4. Once you finish managing your accounts, click Finish and the wizard will close.
You have successfully excluded accounts from your missing account list.
Contact: For more information, contact Support at 1-866-586-9873, Option 1. For more information on how to use Junxure with Schwab OpenView Gateway, log on to our website.
