[00:08] When you log into your account and land on your dashboard, you can either search for your client using 'Search' at the top of the page, or select 'View all clients' at the bottom of the top five client section.
[00:22] Once you find the client you're looking for, select them and you'll see the client summary. It shows the total value the client holds on platform and the return since they took their first product out. There are useful client details and you can select to view your client's account screen if you want to view their profile.
[00:44] You'll also see all the products your client holds. At the side, you have the option to continue any requests you've previously started, but not finished for this client, access to their online documents, view latest status updates, or buy a new product. And you can access information on our website about the investments we offer. If you want more details on any of the products your client holds, simply select the product you want to view. For this one, we'll look at an ISA product summary.
[01:26] You can see the ISA value and the return since they took the ISA out. You have the option to top up, change existing investments, also known as switch, or manage the investment strategy. Select 'More actions' to see what else you can access for the ISA. You can manage regular money out, download the form for a one off withdrawal, manage the income from their investments, and also carry out equity trading. All easily accessible from this section.
[02:02] At a glance, you can see what ISA allowance is remaining for the current tax year. If your client is paying money in regularly to their product or taking regular withdrawals, we'll show details of that here too. At the bottom, you have different tabs. You can see the investments the ISA is currently invested in and how much is in each, take a look at transaction history, access their online documents, and view ongoing charges. This is a quick view of client summary and product summary.
[02:44] You can visit the support page for more information or to view other helpful videos. This is your Aegon Retirement Choices and One Retirement experience. Simple, online and intuitive.