How to find Unmapped Accounts

1. Click on Unmapped Accounts in Data Management from Sidebar.

2. Notification in Unmapped Accounts displays the number of Adviser codes which are in Unmapped             Status.

There are two methods to map adviser code with status “Unmapped”:

  •  Map with New Adviser (for Adviser Name same as in file uploaded).
  •  Map with Existing Adviser (for Adviser Name different as in file uploaded).
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